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AGH Wealth Advisors’s Eli Lilly LLY Stock Holding History

AGH 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 		$778K Buy
846
+31
+4% +$31.4K 0.57% 38
2025
Q4 		$876K Sell
815
-87
-10% -$83.2K 0.66% 30
2025
Q3 		$688K Sell
902
-223
-20% -$166K 0.5% 37
2025
Q2 		$877K Buy
1,125
+42
+4% +$32.6K 0.72% 25
2025
Q1 		$894K Buy
1,083
+35
+3% +$29.1K 0.86% 26
2024
Q4 		$809K Buy
+1,048
New +$868K 0.75% 29

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

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

AGH Wealth Advisors increased its Eli Lilly (LLY) stake by 3.8% in Q1 2026, buying an estimated $31.4K and bringing the position to 846 shares worth $778K. The position accounts for 0.57% of the portfolio, ranked #38.

AGH Wealth Advisors first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $894K in Q1 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • AGH Wealth Advisors held 846 shares of Eli Lilly worth $778K as of Q1 2026.
  • AGH Wealth Advisors bought 31 Eli Lilly shares in Q1 2026, an estimated $31.4K.
  • Eli Lilly made up 0.57% of AGH Wealth Advisors's portfolio in Q1 2026, its #38 holding.
  • AGH Wealth Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Eli Lilly position peaked at $894K in Q1 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.