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Consilium Wealth Advisory’s Eli Lilly LLY Stock Holding History

Consilium Wealth Advisory’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 		$4.45M Sell
3,713
-9
-0.2% -$9.2K 1.32% 19
2026
Q1 		$3.42M Buy
3,722
+362
+11% +$367K 1.17% 22
2025
Q4 		$3.61M Sell
3,360
-35
-1% -$33.5K 1.33% 22
2025
Q3 		$2.59M Buy
3,395
+363
+12% +$270K 1% 25
2025
Q2 		$2.36M Sell
3,032
-305
-9% -$237K 1% 24
2025
Q1 		$2.76M Buy
3,337
+137
+4% +$114K 1.38% 20
2024
Q4 		$2.47M Sell
3,200
-782
-20% -$648K 1.18% 23
2024
Q3 		$3.53M Sell
3,982
-545
-12% -$490K 1.93% 15
2024
Q2 		$4.1M Sell
4,527
-24
-0.5% -$19.2K 2.24% 14
2024
Q1 		$3.54M Buy
4,551
+10
+0.2% +$7.12K 1.99% 17
2023
Q4 		$2.65M Buy
4,541
+246
+6% +$144K 1.59% 19
2023
Q3 		$2.31M Buy
4,295
+161
+4% +$83K 1.62% 19
2023
Q2 		$1.94M Buy
4,134
+313
+8% +$131K 1.34% 19
2023
Q1 		$1.31M Sell
3,821
-827
-18% -$279K 1.12% 18
2022
Q4 		$1.7M Sell
4,648
-224
-5% -$79.4K 1.45% 16
2022
Q3 		$1.57M Buy
4,872
+53
+1% +$16.8K 1.76% 14
2022
Q2 		$1.56M Buy
4,819
+27
+0.6% +$8.11K 1.68% 17
2022
Q1 		$1.37M Sell
4,792
-324
-6% -$83.4K 0.98% 25
2021
Q4 		$1.41M Buy
+5,116
New +$1.3M 0.92% 24

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

Consilium Wealth Advisory's LLY Position: Q2 2026 in Review

Consilium Wealth Advisory reduced its Eli Lilly (LLY) stake by 0.24% in Q2 2026, selling an estimated $9.2K and leaving 3,713 shares worth $4.45M. The position accounts for 1.32% of the portfolio, ranked #19.

Consilium Wealth Advisory first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Consilium Wealth Advisory held 3,713 shares of Eli Lilly worth $4.45M as of Q2 2026.
  • Consilium Wealth Advisory sold 9 Eli Lilly shares in Q2 2026, an estimated $9.2K.
  • Eli Lilly made up 1.32% of Consilium Wealth Advisory's portfolio in Q2 2026, its #19 holding.
  • Consilium Wealth Advisory first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.