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Adapt Wealth Advisors’s Eli Lilly LLY Stock Holding History

Adapt 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 		$1.4M Sell
1,524
-62
-4% -$62.9K 0.51% 36
2025
Q4 		$1.7M Sell
1,586
-63
-4% -$60.2K 0.59% 33
2025
Q3 		$1.26M Buy
1,649
+207
+14% +$154K 0.46% 38
2025
Q2 		$1.12M Buy
1,442
+30
+2% +$23.3K 0.5% 28
2025
Q1 		$1.17M Hold
1,412
– – 0.57% 26
2024
Q4 		$1.09M Hold
1,412
– – 0.54% 33
2024
Q3 		$1.25M Hold
1,412
– – 0.67% 29
2024
Q2 		$1.28M Sell
1,412
-56
-4% -$44.8K 0.8% 28
2024
Q1 		$1.14M Buy
+1,468
New +$1.04M 0.81% 24

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Adapt Wealth Advisors reduced its Eli Lilly (LLY) stake by 3.9% in Q1 2026, selling an estimated $62.9K and leaving 1,524 shares worth $1.4M. The position accounts for 0.51% of the portfolio, ranked #36.

Adapt Wealth Advisors first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.7M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Adapt Wealth Advisors held 1,524 shares of Eli Lilly worth $1.4M as of Q1 2026.
  • Adapt Wealth Advisors sold 62 Eli Lilly shares in Q1 2026, an estimated $62.9K.
  • Eli Lilly made up 0.51% of Adapt Wealth Advisors's portfolio in Q1 2026, its #36 holding.
  • Adapt Wealth Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
  • Adapt Wealth Advisors's Eli Lilly position peaked at $1.7M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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