Values First Advisors’s Eli Lilly LLY Stock Holding History

Values First 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	$349K	Sell	291 -135	-32%	-$138K	0.16%	139
2026 Q1	$392K	Buy	426 +9	+2%	+$9.12K	0.2%	116
2025 Q4	$448K	Buy	417 +60	+17%	+$57.4K	0.23%	109
2025 Q3	$272K	Sell	357 -6	-2%	-$4.46K	0.15%	141
2025 Q2	$283K	Sell	363 -118	-25%	-$91.7K	0.15%	149
2025 Q1	$397K	Buy	481 +17	+4%	+$14.1K	0.23%	118
2024 Q4	$358K	Buy	464 +386	+495%	+$320K	0.2%	122
2024 Q3	$68.9K	Buy	+78	New	+$70.1K	0.04%	213

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Values First Advisors's LLY Position: Q2 2026 in Review

Values First Advisors reduced its Eli Lilly (LLY) stake by 32% in Q2 2026, selling an estimated $138K and leaving 291 shares worth $349K. The position accounts for 0.16% of the portfolio, ranked #139.

Values First Advisors first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. The position peaked at $448K in Q4 2025. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Values First Advisors held 291 shares of Eli Lilly worth $349K as of Q2 2026.
Values First Advisors sold 135 Eli Lilly shares in Q2 2026, an estimated $138K.
Eli Lilly made up 0.16% of Values First Advisors's portfolio in Q2 2026, its #139 holding.
Values First Advisors first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
Values First Advisors's Eli Lilly position peaked at $448K in Q4 2025.
4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.