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VisionPoint Advisory Group’s Eli Lilly LLY Stock Holding History

VisionPoint Advisory Group’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 		$5.11M Buy
4,262
+2,175
+104% +$2.22M 0.83% 24
2026
Q1 		$1.92M Buy
2,087
+220
+12% +$223K 0.36% 67
2025
Q4 		$2.01M Buy
1,867
+309
+20% +$295K 0.39% 70
2025
Q3 		$1.19M Sell
1,558
-423
-21% -$315K 0.24% 106
2025
Q2 		$1.54M Buy
1,981
+939
+90% +$730K 0.34% 85
2025
Q1 		$861K Sell
1,042
-16
-2% -$13.3K 0.3% 75
2024
Q4 		$823K Sell
1,058
-284
-21% -$235K 0.28% 91
2024
Q3 		$1.19M Buy
1,342
+117
+10% +$105K 0.4% 74
2024
Q2 		$1.11M Buy
1,225
+5
+0.4% +$4K 0.39% 68
2024
Q1 		$949K Buy
1,220
+619
+103% +$441K 0.34% 80
2023
Q4 		$350K Sell
601
-1
-0.2% -$584 0.13% 119
2023
Q3 		$323K Sell
602
-89
-13% -$45.9K 0.14% 118
2023
Q2 		$324K Sell
691
-42
-6% -$17.6K 0.13% 111
2023
Q1 		$314K Sell
733
-120
-14% -$40.5K 0.14% 114
2022
Q4 		$299K Sell
853
-215
-20% -$76.2K 0.12% 102
2022
Q3 		$345K Buy
1,068
+79
+8% +$25K 0.17% 64
2022
Q2 		$298K Buy
+989
New +$297K 0.12% 82

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

VisionPoint Advisory Group's LLY Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Eli Lilly (LLY) stake by 104% in Q2 2026, buying an estimated $2.22M and bringing the position to 4,262 shares worth $5.11M. The position accounts for 0.83% of the portfolio, ranked #24.

VisionPoint Advisory Group first reported a position in LLY in Q2 2022 and has held it in 17 quarters since. 2,000 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • VisionPoint Advisory Group held 4,262 shares of Eli Lilly worth $5.11M as of Q2 2026.
  • VisionPoint Advisory Group bought 2,175 Eli Lilly shares in Q2 2026, an estimated $2.22M.
  • Eli Lilly made up 0.83% of VisionPoint Advisory Group's portfolio in Q2 2026, its #24 holding.
  • VisionPoint Advisory Group first reported a position in Eli Lilly in Q2 2022 and has held it in 17 quarters since.
  • 2,000 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.