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Alta Wealth Advisors’s Eli Lilly LLY Stock Holding History

Alta 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 		$3.05M Sell
2,539
-21
-0.8% -$21.5K 0.83% 28
2026
Q1 		$2.35M Sell
2,560
-12
-0.5% -$12.2K 0.76% 27
2025
Q4 		$2.76M Buy
2,572
+31
+1% +$29.6K 0.92% 21
2025
Q3 		$1.94M Sell
2,541
-522
-17% -$388K 0.69% 31
2025
Q2 		$2.39M Hold
3,063
– – 1.13% 18
2025
Q1 		$2.53M Buy
3,063
+2
+0.1% +$1.66K 1.16% 21
2024
Q4 		$2.36M Buy
3,061
+16
+0.5% +$13.2K 1.03% 22
2024
Q3 		$2.7M Sell
3,045
-7
-0.2% -$6.29K 1.23% 19
2024
Q2 		$2.76M Buy
3,052
+4
+0.1% +$3.2K 1.38% 18
2024
Q1 		$2.37M Hold
3,048
– – 1.21% 20
2023
Q4 		$1.78M Buy
3,048
+2
+0.1% +$1.17K 0.99% 24
2023
Q3 		$1.64M Buy
3,046
+297
+11% +$153K 1% 28
2023
Q2 		$1.29M Buy
2,749
+36
+1% +$15.1K 0.76% 35
2023
Q1 		$932K Buy
2,713
+65
+2% +$21.9K 0.59% 51
2022
Q4 		$969K Sell
2,648
-27
-1% -$9.57K 0.65% 41
2022
Q3 		$865K Hold
2,675
– – 0.62% 42
2022
Q2 		$871K Buy
+2,675
New +$803K 0.6% 43

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

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

Alta Wealth Advisors reduced its Eli Lilly (LLY) stake by 0.82% in Q2 2026, selling an estimated $21.5K and leaving 2,539 shares worth $3.05M. The position accounts for 0.83% of the portfolio, ranked #28.

Alta Wealth Advisors first reported a position in LLY in Q2 2022 and has held it in 17 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Alta Wealth Advisors held 2,539 shares of Eli Lilly worth $3.05M as of Q2 2026.
  • Alta Wealth Advisors sold 21 Eli Lilly shares in Q2 2026, an estimated $21.5K.
  • Eli Lilly made up 0.83% of Alta Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Alta Wealth Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 17 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.