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Tobias Financial Advisors’s Eli Lilly LLY Stock Holding History

Tobias Financial 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 		$578K Sell
482
-13
-3% -$13.3K 0.07% 84
2026
Q1 		$456K Sell
495
-93
-16% -$94.3K 0.06% 90
2025
Q4 		$632K Sell
588
-95
-14% -$90.8K 0.09% 85
2025
Q3 		$521K Buy
683
+109
+19% +$81.1K 0.08% 86
2025
Q2 		$448K Sell
574
-3
-0.5% -$2.33K 0.08% 86
2025
Q1 		$477K Buy
577
+270
+88% +$225K 0.09% 74
2024
Q4 		$237K Buy
307
+12
+4% +$9.94K 0.05% 100
2024
Q3 		$261K Buy
295
+8
+3% +$7.19K 0.05% 89
2024
Q2 		$260K Buy
+287
New +$230K 0.06% 85
2023
Q3 		– Sell
-766
Closed -$359K – 93
2023
Q2 		$359K Buy
+766
New +$321K 0.1% 68
2020
Q1 		– Sell
-8
Closed -$1K – 176
2019
Q4 		$1K Buy
+8
New +$927 ﹤0.01% 271

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 $3.38T AUM 44.17% 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

Tobias Financial Advisors's LLY Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Eli Lilly (LLY) stake by 2.6% in Q2 2026, selling an estimated $13.3K and leaving 482 shares worth $578K. The position accounts for 0.07% of the portfolio, ranked #84.

Tobias Financial Advisors first reported a position in LLY in Q4 2019 and has held it in 11 quarters since. The position peaked at $632K in Q4 2025. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Tobias Financial Advisors held 482 shares of Eli Lilly worth $578K as of Q2 2026.
  • Tobias Financial Advisors sold 13 Eli Lilly shares in Q2 2026, an estimated $13.3K.
  • Eli Lilly made up 0.07% of Tobias Financial Advisors's portfolio in Q2 2026, its #84 holding.
  • Tobias Financial Advisors first reported a position in Eli Lilly in Q4 2019 and has held it in 11 quarters since.
  • Tobias Financial Advisors's Eli Lilly position peaked at $632K in Q4 2025.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.