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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
Q2 		$1.76M Buy
1,466
+78
+6% +$79.7K 1.02% 20
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
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

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

Archvest Wealth Advisors increased its Eli Lilly (LLY) stake by 5.6% in Q2 2026, buying an estimated $79.7K and bringing the position to 1,466 shares worth $1.76M. The position accounts for 1.02% of the portfolio, ranked #20.

Archvest Wealth Advisors first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.43M in Q4 2025. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Archvest Wealth Advisors held 1,466 shares of Eli Lilly worth $1.76M as of Q2 2026.
  • Archvest Wealth Advisors bought 78 Eli Lilly shares in Q2 2026, an estimated $79.7K.
  • Eli Lilly made up 1.02% of Archvest Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Archvest Wealth Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • Archvest Wealth Advisors's Eli Lilly position peaked at $2.43M in Q4 2025.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.