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Delos Wealth Advisors’s Eli Lilly LLY Stock Holding History

Delos 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 		$163K Buy
+136
New +$139K 0.08% 90
2026
Q1 		– Sell
-1
Closed -$1.07K – 290
2025
Q4 		$1.07K Hold
1
– – ﹤0.01% 242
2025
Q3 		$763 Sell
1
-12
-92% -$8.93K ﹤0.01% 271
2025
Q2 		$10.1K Buy
+13
New +$10.1K 0.01% 170
2025
Q1 		– Sell
-12
Closed -$9.26K – 127
2024
Q4 		$9.26K Buy
+12
New +$9.94K 0.01% 114
2024
Q3 		– Sell
-13
Closed -$11.8K – 288
2024
Q2 		$11.8K Hold
13
– – 0.01% 121
2024
Q1 		$10.1K Buy
13
+11
+550% +$7.83K 0.01% 125
2023
Q4 		$1.17K Sell
2
-89
-98% -$51.9K ﹤0.01% 177
2023
Q3 		$50.4K Hold
91
– – 0.06% 68
2023
Q2 		$42.7K Hold
91
– – 0.05% 71
2023
Q1 		$31.3K Hold
91
– – 0.04% 74
2022
Q4 		$33.3K Hold
91
– – 0.05% 71
2022
Q3 		$29K Buy
91
+2
+2% +$634 0.03% 69
2022
Q2 		$29K Hold
89
– – 0.03% 74
2022
Q1 		$25K Sell
89
-73
-45% -$18.8K 0.02% 99
2021
Q4 		$45K Buy
+162
New +$41.1K 0.04% 82

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

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

Delos Wealth Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 136 shares worth $163K. The stake represents 0.08% of the portfolio and ranks #90 among its holdings. This is a return to the name: Delos Wealth Advisors previously reported a position in LLY as recently as Q4 2025.

Delos Wealth Advisors first reported a position in LLY in Q4 2021 and has held it in 16 quarters since. 4,614 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Delos Wealth Advisors held 136 shares of Eli Lilly worth $163K as of Q2 2026.
  • Eli Lilly was a new Delos Wealth Advisors position in Q2 2026.
  • Eli Lilly made up 0.08% of Delos Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Delos Wealth Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 16 quarters since.
  • 4,614 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.