AFPL
LLY icon

Advus Financial Partners, LLC’s Eli Lilly LLY Stock Holding History

Advus Financial Partners, LLC’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 		$1.37M Sell
1,145
-116
-9% -$119K 0.31% 66
2026
Q1 		$1.16M Buy
1,261
+128
+11% +$130K 0.29% 67
2025
Q4 		$1.22M Sell
1,133
-221
-16% -$211K 0.3% 63
2025
Q3 		$1.03M Sell
1,354
-311
-19% -$231K 0.25% 68
2025
Q2 		$1.3M Buy
1,665
+20
+1% +$15.5K 0.33% 53
2025
Q1 		$1.36M Buy
1,645
+93
+6% +$77.4K 0.38% 47
2024
Q4 		$1.2M Buy
1,552
+157
+11% +$130K 0.34% 49
2024
Q3 		$1.24M Sell
1,395
-13
-0.9% -$11.7K 0.35% 50
2024
Q2 		$1.28M Sell
1,408
-4
-0.3% -$3.2K 0.39% 43
2024
Q1 		$1.1M Sell
1,412
-49
-3% -$34.9K 0.34% 46
2023
Q4 		$852K Sell
1,461
-40
-3% -$23.3K 0.29% 53
2023
Q3 		$806K Buy
1,501
+59
+4% +$30.4K 0.32% 52
2023
Q2 		$676K Buy
1,442
+211
+17% +$88.5K 0.26% 58
2023
Q1 		$423K Buy
1,231
+62
+5% +$20.9K 0.18% 81
2022
Q4 		$428K Buy
1,169
+54
+5% +$19.1K 0.19% 83
2022
Q3 		$361K Buy
1,115
+65
+6% +$20.6K 0.19% 80
2022
Q2 		$341K Buy
1,050
+84
+9% +$25.2K 0.18% 79
2022
Q1 		$277K Buy
+966
New +$249K 0.14% 95
2021
Q3 		$225K Buy
+815
New +$201K 0.12% 90

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

Advus Financial Partners, LLC's LLY Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Eli Lilly (LLY) stake by 9.2% in Q2 2026, selling an estimated $119K and leaving 1,145 shares worth $1.37M. The position accounts for 0.31% of the portfolio, ranked #66.

Advus Financial Partners, LLC first reported a position in LLY in Q3 2021 and has held it in 19 quarters since. 4,613 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Advus Financial Partners, LLC held 1,145 shares of Eli Lilly worth $1.37M as of Q2 2026.
  • Advus Financial Partners, LLC sold 116 Eli Lilly shares in Q2 2026, an estimated $119K.
  • Eli Lilly made up 0.31% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #66 holding.
  • Advus Financial Partners, LLC first reported a position in Eli Lilly in Q3 2021 and has held it in 19 quarters since.
  • 4,613 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.