SEC 13F Intelligence

Foundations Investment Advisors, LLC / LLY

Foundations Investment Advisors, LLC’s Eli Lilly & Co Position

Does Foundations Investment Advisors, LLC own Eli Lilly & Co (LLY)? Yes59.3K shares worth $55M (+0.68% of its 13F portfolio) as of Q1 2026, up from 55.0K shares the prior filed quarter.

Position Value
$55M
Q1 2026
Shares
59.3K
% of Portfolio
+0.68%
Quarters Held
21
currently held

Position History LLY

Reported value by quarter
Q1 ’21: $396,000Q1 ’21Q2 ’21: $702,000Q3 ’21: $692,000Q4 ’21: $773,000Q4 ’21Q1 ’22: $889,000Q2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $1MQ1 ’23: $2MQ2 ’23: $3MQ2 ’23Q3 ’23: $5MQ4 ’23: $13MQ1 ’24: $16MQ1 ’24Q2 ’24: $21MQ3 ’24: $29MQ4 ’24: $29MQ4 ’24Q1 ’25: $36MQ2 ’25: $38MQ3 ’25: $40MQ3 ’25Q4 ’25: $59MQ1 ’26: $55Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202659.3K$55M+0.68%
Q4 202555.0K$59M+0.77%
Q3 202551.9K$40M+0.58%
Q2 202548.7K$38M+0.60%
Q1 202543.2K$36M+0.66%
Q4 202437.1K$29M+0.55%
Q3 202433.1K$29M+0.62%
Q2 202422.9K$21M+0.50%
Q1 202420.8K$16M+0.42%
Q4 202320.2K$13M+0.36%
Q3 202310.0K$5M+0.17%
Q2 20237.1K$3M+0.11%
Q1 20234.6K$2M+0.06%
Q4 20223.4K$1M+0.05%
Q3 20223.5K$1M+0.05%
Q2 20223.7K$1M+0.05%
Q1 20222.9K$889,000+0.03%
Q4 20213.0K$773,000+0.03%
Q3 20213.0K$692,000+0.03%
Q2 20213.0K$702,000+0.03%
Q1 20212.2K$396,000+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Foundations Investment Advisors, LLC’s full portfolio or all institutional holders of LLY.