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Adams Wealth Management’s Eli Lilly LLY Stock Holding History

Adams Wealth Management’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 		$394K Sell
328
-1
-0.3% -$1.02K 0.08% 119
2026
Q1 		$303K Hold
329
– – 0.07% 125
2025
Q4 		$354K Sell
329
-6
-2% -$5.74K 0.08% 117
2025
Q3 		$256K Hold
335
– – 0.05% 155
2025
Q2 		$261K Hold
335
– – 0.05% 144
2025
Q1 		$277K Sell
335
-15
-4% -$12.5K 0.05% 110
2024
Q4 		$271K Sell
350
-104
-23% -$86.1K 0.05% 104
2024
Q3 		$403K Buy
454
+45
+11% +$40.5K 0.09% 91
2024
Q2 		$371K Buy
409
+60
+17% +$48K 0.09% 91
2024
Q1 		$272K Hold
349
– – 0.07% 95
2023
Q4 		$204K Buy
+349
New +$204K 0.06% 93
2020
Q4 		– Sell
-366
Closed -$54K – 218
2020
Q3 		$54K Buy
+366
New +$56.6K 0.04% 106

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

Adams Wealth Management's LLY Position: Q2 2026 in Review

Adams Wealth Management reduced its Eli Lilly (LLY) stake by 0.3% in Q2 2026, selling an estimated $1.02K and leaving 328 shares worth $394K. The position accounts for 0.08% of the portfolio, ranked #119.

Adams Wealth Management first reported a position in LLY in Q3 2020 and has held it in 12 quarters since. The position peaked at $403K in Q3 2024. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Adams Wealth Management held 328 shares of Eli Lilly worth $394K as of Q2 2026.
  • Adams Wealth Management sold 1 Eli Lilly share in Q2 2026, an estimated $1.02K.
  • Eli Lilly made up 0.08% of Adams Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Adams Wealth Management first reported a position in Eli Lilly in Q3 2020 and has held it in 12 quarters since.
  • Adams Wealth Management's Eli Lilly position peaked at $403K in Q3 2024.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.