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Acorn Wealth Advisors’s Eli Lilly LLY Stock Holding History

Acorn 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 		$744K Buy
620
+39
+7% +$39.8K 0.18% 118
2026
Q1 		$534K Sell
581
-10
-2% -$10.1K 0.16% 129
2025
Q4 		$635K Sell
591
-145
-20% -$139K 0.19% 115
2025
Q3 		$561K Buy
736
+30
+4% +$22.3K 0.18% 128
2025
Q2 		$550K Buy
706
+4
+0.6% +$3.11K 0.2% 107
2025
Q1 		$580K Buy
702
+11
+2% +$9.15K 0.24% 92
2024
Q4 		$534K Buy
691
+2
+0.3% +$1.66K 0.22% 94
2024
Q3 		$610K Buy
689
+117
+20% +$105K 0.26% 79
2024
Q2 		$518K Buy
572
+6
+1% +$4.8K 0.26% 80
2024
Q1 		$440K Buy
566
+1
+0.2% +$712 0.23% 90
2023
Q4 		$330K Hold
565
– – 0.2% 116
2023
Q3 		$304K Buy
565
+113
+25% +$58.2K 0.2% 113
2023
Q2 		$212K Buy
+452
New +$190K 0.14% 164
2018
Q2 		– Sell
-42
Closed -$3K – 680
2018
Q1 		$3K Hold
42
– – ﹤0.01% 685
2017
Q4 		$4K Buy
+42
New +$3.57K ﹤0.01% 627

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

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

Acorn Wealth Advisors increased its Eli Lilly (LLY) stake by 6.7% in Q2 2026, buying an estimated $39.8K and bringing the position to 620 shares worth $744K. The position accounts for 0.18% of the portfolio, ranked #118.

Acorn Wealth Advisors first reported a position in LLY in Q4 2017 and has held it in 15 quarters since. 4,601 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Acorn Wealth Advisors held 620 shares of Eli Lilly worth $744K as of Q2 2026.
  • Acorn Wealth Advisors bought 39 Eli Lilly shares in Q2 2026, an estimated $39.8K.
  • Eli Lilly made up 0.18% of Acorn Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • Acorn Wealth Advisors first reported a position in Eli Lilly in Q4 2017 and has held it in 15 quarters since.
  • 4,601 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.