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Alliance Wealth Advisors (Utah)’s Eli Lilly LLY Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$1.87M Sell
1,563
-358
-19% -$366K 0.35% 38
2026
Q1 		$1.77M Sell
1,921
-946
-33% -$959K 0.38% 50
2025
Q4 		$3.08M Sell
2,867
-1,470
-34% -$1.41M 0.67% 35
2025
Q3 		$3.31M Sell
4,337
-446
-9% -$332K 0.78% 39
2025
Q2 		$3.73M Sell
4,783
-295
-6% -$229K 0.9% 30
2025
Q1 		$4.19M Buy
5,078
+1,228
+32% +$1.02M 1.09% 19
2024
Q4 		$2.97M Buy
3,850
+2,588
+205% +$2.14M 0.77% 43
2024
Q3 		$1.12M Buy
1,262
+8
+0.6% +$7.19K 0.29% 87
2024
Q2 		$1.14M Buy
1,254
+40
+3% +$32K 0.33% 77
2024
Q1 		$944K Buy
1,214
+64
+6% +$45.5K 0.28% 89
2023
Q4 		$670K Buy
1,150
+35
+3% +$20.4K 0.23% 100
2023
Q3 		$599K Buy
+1,115
New +$575K 0.22% 99

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

Alliance Wealth Advisors (Utah)'s LLY Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Eli Lilly (LLY) stake by 19% in Q2 2026, selling an estimated $366K and leaving 1,563 shares worth $1.87M. The position accounts for 0.35% of the portfolio, ranked #38.

Alliance Wealth Advisors (Utah) first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.19M in Q1 2025. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 1,563 shares of Eli Lilly worth $1.87M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 358 Eli Lilly shares in Q2 2026, an estimated $366K.
  • Eli Lilly made up 0.35% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #38 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • Alliance Wealth Advisors (Utah)'s Eli Lilly position peaked at $4.19M in Q1 2025.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.