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Consilio Wealth Advisors’s Eli Lilly LLY Stock Holding History

Consilio 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 		$1.11M Buy
928
+19
+2% +$19.4K 0.27% 41
2026
Q1 		$836K Buy
909
+23
+3% +$23.3K 0.24% 39
2025
Q4 		$952K Buy
886
+10
+1% +$9.56K 0.28% 36
2025
Q3 		$668K Sell
876
-6
-0.7% -$4.46K 0.22% 37
2025
Q2 		$684K Sell
882
-11
-1% -$8.55K 0.24% 37
2025
Q1 		$738K Buy
893
+54
+6% +$44.9K 0.31% 32
2024
Q4 		$648K Buy
839
+3
+0.4% +$2.48K 0.26% 34
2024
Q3 		$741K Buy
836
+92
+12% +$82.7K 0.31% 33
2024
Q2 		$674K Buy
744
+19
+3% +$15.2K 0.3% 33
2024
Q1 		$564K Buy
725
+61
+9% +$43.4K 0.26% 35
2023
Q4 		$387K Buy
664
+144
+28% +$84.1K 0.2% 37
2023
Q3 		$273K Buy
520
+37
+8% +$19.1K 0.16% 41
2023
Q2 		$227K Buy
+483
New +$203K 0.12% 44

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

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

Consilio Wealth Advisors increased its Eli Lilly (LLY) stake by 2.1% in Q2 2026, buying an estimated $19.4K and bringing the position to 928 shares worth $1.11M. The position accounts for 0.27% of the portfolio, ranked #41.

Consilio Wealth Advisors first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 4,614 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Consilio Wealth Advisors held 928 shares of Eli Lilly worth $1.11M as of Q2 2026.
  • Consilio Wealth Advisors bought 19 Eli Lilly shares in Q2 2026, an estimated $19.4K.
  • Eli Lilly made up 0.27% of Consilio Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Consilio Wealth Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • 4,614 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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