Advocacy Wealth Management Services’s Eli Lilly LLY Stock Holding History

Advocacy Wealth Management Services’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	$26.2M	Sell	21,869 -193	-0.9%	-$197K	0.95%	26
2026 Q1	$20.3M	Sell	22,062 -1,558	-7%	-$1.58M	0.9%	28
2025 Q4	$25.4M	Sell	23,620 -785	-3%	-$751K	1.06%	24
2025 Q3	$18.6M	Buy	+24,405	New	+$18.2M	0.81%	34
2022 Q4	–	Sell	-5	Closed	-$2K	–	90
2022 Q3	$2K	Hold	5	–	–	﹤0.01%	112
2022 Q2	$2K	Hold	5	–	–	﹤0.01%	120
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	169
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	169
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	162
2021 Q2	$1K	Buy	+5	New	+$1K	﹤0.01%	177
2016 Q2	–	Sell	-865	Closed	-$62K	–	429
2016 Q1	$62K	Sell	865 -850	-50%	-$64.3K	0.04%	166
2015 Q4	$144K	Buy	+1,715	New	+$142K	0.16%	99
2013 Q3	$139K	Sell	2,756 -600	-18%	-$31.4K	0.38%	51
2013 Q2	$165K	Buy	+3,356	New	+$183K	0.66%	46

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

Advocacy Wealth Management Services's LLY Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its Eli Lilly (LLY) stake by 0.87% in Q2 2026, selling an estimated $197K and leaving 21,869 shares worth $26.2M. The position accounts for 0.95% of the portfolio, ranked #26.

Advocacy Wealth Management Services first reported a position in LLY in Q2 2013 and has held it in 14 quarters since. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Advocacy Wealth Management Services held 21,869 shares of Eli Lilly worth $26.2M as of Q2 2026.
Advocacy Wealth Management Services sold 193 Eli Lilly shares in Q2 2026, an estimated $197K.
Eli Lilly made up 0.95% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #26 holding.
Advocacy Wealth Management Services first reported a position in Eli Lilly in Q2 2013 and has held it in 14 quarters since.
4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.