VestGen Advisors’s Eli Lilly LLY Stock Holding History

VestGen 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	–	Sell	-50,000	Closed	-$49.5M	–	1131
2026 Q1	$49.5M	Buy	+50,000	New	+$50.7M	1.32%	11

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

VestGen Advisors's LLY Position: Q2 2026 in Review

VestGen Advisors increased its Eli Lilly (LLY) stake by 37% in Q2 2026, buying an estimated $3.53M and bringing the position to 12,771 shares worth $15.3M. The position accounts for 0.45% of the portfolio, ranked #45.

VestGen Advisors first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

VestGen Advisors held 12,771 shares of Eli Lilly worth $15.3M as of Q2 2026.
VestGen Advisors bought 3,455 Eli Lilly shares in Q2 2026, an estimated $3.53M.
Eli Lilly made up 0.45% of VestGen Advisors's portfolio in Q2 2026, its #45 holding.
VestGen Advisors first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.