AWA
LLY icon

Arkadios Wealth Advisors’s Eli Lilly LLY Stock Holding History

Arkadios 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 		$38.7M Buy
32,277
+3,121
+11% +$3.19M 0.59% 26
2026
Q1 		$26.8M Buy
29,156
+1,363
+5% +$1.38M 0.44% 43
2025
Q4 		$29.9M Buy
27,793
+6,386
+30% +$6.11M 0.58% 29
2025
Q3 		$16.3M Buy
21,407
+3,760
+21% +$2.8M 0.39% 38
2025
Q2 		$13.8M Buy
17,647
+5,327
+43% +$4.14M 0.41% 39
2025
Q1 		$10.2M Buy
12,320
+5,572
+83% +$4.64M 0.38% 47
2024
Q4 		$5.21M Buy
6,748
+207
+3% +$171K 0.28% 74
2024
Q3 		$5.79M Buy
6,541
+1,089
+20% +$979K 0.33% 58
2024
Q2 		$4.94M Buy
5,452
+1,541
+39% +$1.23M 0.33% 59
2024
Q1 		$3.04M Buy
3,911
+107
+3% +$76.1K 0.24% 100
2023
Q4 		$2.22M Sell
3,804
-116
-3% -$67.7K 0.19% 120
2023
Q3 		$2.11M Buy
3,920
+1,380
+54% +$711K 0.2% 120
2023
Q2 		$1.19M Sell
2,540
-339
-12% -$142K 0.14% 161
2023
Q1 		$989K Buy
2,879
+614
+27% +$207K 0.12% 189
2022
Q4 		$829K Sell
2,265
-123
-5% -$43.6K 0.11% 197
2022
Q3 		$772K Sell
2,388
-25
-1% -$7.92K 0.12% 191
2022
Q2 		$782K Sell
2,413
-217
-8% -$65.1K 0.12% 210
2022
Q1 		$753K Sell
2,630
-617
-19% -$159K 0.1% 234
2021
Q4 		$897K Buy
3,247
+186
+6% +$47.2K 0.12% 204
2021
Q3 		$707K Sell
3,061
-470
-13% -$116K 0.1% 227
2021
Q2 		$810K Sell
3,531
-1,123
-24% -$226K 0.1% 238
2021
Q1 		$869K Buy
4,654
+3,055
+191% +$598K 0.14% 171
2020
Q4 		$270K Buy
1,599
+1,085
+211% +$162K 0.06% 276
2020
Q3 		$75.1K Buy
514
+8
+2% +$1.24K 0.04% 339
2020
Q2 		$83K Sell
506
-23
-4% -$3.53K 0.05% 284
2020
Q1 		$73.3K Sell
529
-157
-23% -$21.6K 0.05% 284
2019
Q4 		$97.3K Buy
+686
New +$79.5K 0.06% 233

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

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

Arkadios Wealth Advisors increased its Eli Lilly (LLY) stake by 11% in Q2 2026, buying an estimated $3.19M and bringing the position to 32,277 shares worth $38.7M. The position accounts for 0.59% of the portfolio, ranked #26.

Arkadios Wealth Advisors first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. 4,614 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Arkadios Wealth Advisors held 32,277 shares of Eli Lilly worth $38.7M as of Q2 2026.
  • Arkadios Wealth Advisors bought 3,121 Eli Lilly shares in Q2 2026, an estimated $3.19M.
  • Eli Lilly made up 0.59% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Arkadios Wealth Advisors first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • 4,614 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.