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Virginia Estate & Retirement Planning Advisors’s Eli Lilly LLY Stock Holding History

Virginia Estate & Retirement Planning 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 		$12K Hold
10
– – 0.01% 116
2026
Q1 		$9.2K Buy
+10
New +$10.1K 0.02% 105

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

Virginia Estate & Retirement Planning Advisors's LLY Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Eli Lilly (LLY) position steady in Q2 2026 at 10 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #116.

Virginia Estate & Retirement Planning Advisors first reported a position in LLY in Q1 2026 and has held it in 2 quarters since. 4,564 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 10 shares of Eli Lilly worth $12K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #116 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Eli Lilly in Q1 2026 and has held it in 2 quarters since.
  • 4,564 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.