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A4 Wealth Advisors’s Eli Lilly LLY Stock Holding History

A4 Wealth 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 		$332K Sell
277
-125
-31% -$128K 0.22% 65
2026
Q1 		$370K Buy
+402
New +$408K 0.3% 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

A4 Wealth Advisors's LLY Position: Q2 2026 in Review

A4 Wealth Advisors reduced its Eli Lilly (LLY) stake by 31% in Q2 2026, selling an estimated $128K and leaving 277 shares worth $332K. The position accounts for 0.22% of the portfolio, ranked #65.

A4 Wealth Advisors first reported a position in LLY in Q1 2026 and has held it in 2 quarters since. The position peaked at $370K in Q1 2026. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • A4 Wealth Advisors held 277 shares of Eli Lilly worth $332K as of Q2 2026.
  • A4 Wealth Advisors sold 125 Eli Lilly shares in Q2 2026, an estimated $128K.
  • Eli Lilly made up 0.22% of A4 Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • A4 Wealth Advisors first reported a position in Eli Lilly in Q1 2026 and has held it in 2 quarters since.
  • A4 Wealth Advisors's Eli Lilly position peaked at $370K in Q1 2026.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.