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Vickerman Investment Advisors’s Eli Lilly LLY Stock Holding History

Vickerman Investment 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 		$567K Sell
473
-5
-1% -$5.11K 0.11% 71
2026
Q1 		$440K Sell
478
-39
-8% -$39.5K 0.09% 72
2025
Q4 		$556K Buy
517
+141
+38% +$135K 0.11% 70
2025
Q3 		$287K Sell
376
-114
-23% -$84.8K 0.06% 73
2025
Q2 		$382K Sell
490
-89
-15% -$69.2K 0.08% 67
2025
Q1 		$478K Sell
579
-149
-20% -$124K 0.11% 66
2024
Q4 		$562K Buy
728
+277
+61% +$229K 0.15% 55
2024
Q3 		$400K Buy
+451
New +$405K 0.12% 57

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

Vickerman Investment Advisors's LLY Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its Eli Lilly (LLY) stake by 1% in Q2 2026, selling an estimated $5.11K and leaving 473 shares worth $567K. The position accounts for 0.11% of the portfolio, ranked #71.

Vickerman Investment Advisors first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Vickerman Investment Advisors held 473 shares of Eli Lilly worth $567K as of Q2 2026.
  • Vickerman Investment Advisors sold 5 Eli Lilly shares in Q2 2026, an estimated $5.11K.
  • Eli Lilly made up 0.11% of Vickerman Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • Vickerman Investment Advisors first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.