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 Q1	$370K	Buy	+402	New	+$408K	0.3%	57

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

A4 Wealth Advisors's LLY Position: Q1 2026 in Review

A4 Wealth Advisors opened a new position in Eli Lilly (LLY) in Q1 2026: 402 shares worth $370K. The stake represents 0.3% of the portfolio and ranks #57 among its holdings.

4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

A4 Wealth Advisors held 402 shares of Eli Lilly worth $370K as of Q1 2026.
Eli Lilly was a new A4 Wealth Advisors position in Q1 2026.
Eli Lilly made up 0.3% of A4 Wealth Advisors's portfolio in Q1 2026, its #57 holding.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.