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 Q2	$1.66M	Sell	1,382 -142	-9%	-$145K	0.54%	34
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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Adapt Wealth Advisors reduced its Eli Lilly (LLY) stake by 9.3% in Q2 2026, selling an estimated $145K and leaving 1,382 shares worth $1.66M. The position accounts for 0.54% of the portfolio, ranked #34.

Adapt Wealth Advisors first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.7M in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Adapt Wealth Advisors held 1,382 shares of Eli Lilly worth $1.66M as of Q2 2026.
Adapt Wealth Advisors sold 142 Eli Lilly shares in Q2 2026, an estimated $145K.
Eli Lilly made up 0.54% of Adapt Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Adapt Wealth Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
Adapt Wealth Advisors's Eli Lilly position peaked at $1.7M in Q4 2025.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.