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Sunesis Advisors’s Eli Lilly LLY Stock Holding History

Sunesis Advisors’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$503K Sell
419
-136
-25% -$139K 0.21% 39
2026
Q1 		$510K Hold
555
– – 0.23% 37
2025
Q4 		$596K Hold
555
– – 0.27% 34
2025
Q3 		$423K Buy
+555
New +$413K 0.2% 37
2025
Q1 		$224K Hold
271
– – 0.12% 41
2024
Q4 		$209K Hold
271
– – 0.13% 40
2024
Q3 		$240K Hold
271
– – 0.14% 39
2024
Q2 		$245K Hold
271
– – 0.15% 42
2024
Q1 		$211K Buy
+271
New +$193K 0.12% 48

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sunesis Advisors's LLY Position: Q2 2026 in Review

Sunesis Advisors reduced its Eli Lilly (LLY) stake by 25% in Q2 2026, selling an estimated $139K and leaving 419 shares worth $503K. The position accounts for 0.21% of the portfolio, ranked #39.

Sunesis Advisors first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $596K in Q4 2025. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Sunesis Advisors held 419 shares of Eli Lilly worth $503K as of Q2 2026.
  • Sunesis Advisors sold 136 Eli Lilly shares in Q2 2026, an estimated $139K.
  • Eli Lilly made up 0.21% of Sunesis Advisors's portfolio in Q2 2026, its #39 holding.
  • Sunesis Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
  • Sunesis Advisors's Eli Lilly position peaked at $596K in Q4 2025.
  • 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.