Archvest Wealth Advisors’s Eli Lilly LLY Stock Holding History

Archvest 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	$1.28M	Sell	1,388 -873	-39%	-$885K	0.82%	20
2025 Q4	$2.43M	Buy	2,261 +65	+3%	+$62.2K	1.55%	12
2025 Q3	$1.68M	Sell	2,196 -39	-2%	-$29K	1.48%	15
2025 Q2	$1.74M	Buy	2,235 +101	+5%	+$78.5K	1.52%	16
2025 Q1	$1.76M	Buy	2,134 +28	+1%	+$23.3K	1.46%	17
2024 Q4	$1.63M	Buy	2,106 +4	+0.2%	+$3.31K	1.18%	18
2024 Q3	$1.86M	Hold	2,102	–	–	1.18%	14
2024 Q2	$1.92M	Buy	2,102 +3	+0.1%	+$2.4K	1.27%	15
2024 Q1	$1.6M	Buy	+2,099	New	+$1.49M	1.13%	15

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

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

Archvest Wealth Advisors reduced its Eli Lilly (LLY) stake by 39% in Q1 2026, selling an estimated $885K and leaving 1,388 shares worth $1.28M. The position accounts for 0.82% of the portfolio, ranked #20.

Archvest Wealth Advisors first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.43M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Archvest Wealth Advisors held 1,388 shares of Eli Lilly worth $1.28M as of Q1 2026.
Archvest Wealth Advisors sold 873 Eli Lilly shares in Q1 2026, an estimated $885K.
Eli Lilly made up 0.82% of Archvest Wealth Advisors's portfolio in Q1 2026, its #20 holding.
Archvest Wealth Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
Archvest Wealth Advisors's Eli Lilly position peaked at $2.43M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.