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 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 Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s LLY Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Eli Lilly (LLY) stake by 33% in Q1 2026, selling an estimated $959K and leaving 1,921 shares worth $1.77M. The position accounts for 0.38% of the portfolio, ranked #50.

Alliance Wealth Advisors (Utah) first reported a position in LLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.19M in Q1 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Alliance Wealth Advisors (Utah) held 1,921 shares of Eli Lilly worth $1.77M as of Q1 2026.
Alliance Wealth Advisors (Utah) sold 946 Eli Lilly shares in Q1 2026, an estimated $959K.
Eli Lilly made up 0.38% of Alliance Wealth Advisors (Utah)'s portfolio in Q1 2026, its #50 holding.
Alliance Wealth Advisors (Utah) first reported a position in Eli Lilly in Q3 2023 and has held it in 11 quarters since.
Alliance Wealth Advisors (Utah)'s Eli Lilly position peaked at $4.19M in Q1 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.