Encompass Wealth Advisors’s Eli Lilly LLY Stock Holding History

Encompass 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 Q1	$621K	Sell	676 -19	-3%	-$19.3K	0.22%	49
2025 Q4	$747K	Sell	695 -102	-13%	-$97.5K	0.25%	46
2025 Q3	$608K	Sell	797 -38	-5%	-$28.3K	0.21%	54
2025 Q2	$651K	Sell	835 -86	-9%	-$66.8K	0.24%	51
2025 Q1	$761K	Sell	921 -684	-43%	-$569K	0.31%	48
2024 Q4	$1.24M	Buy	+1,605	New	+$1.33M	0.5%	33
2024 Q2	–	Sell	-2,502	Closed	-$1.95M	–	287
2024 Q1	$1.95M	Buy	+2,502	New	+$1.78M	0.52%	36

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Encompass Wealth Advisors's LLY Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its Eli Lilly (LLY) stake by 2.7% in Q1 2026, selling an estimated $19.3K and leaving 676 shares worth $621K. The position accounts for 0.22% of the portfolio, ranked #49.

Encompass Wealth Advisors first reported a position in LLY in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.95M in Q1 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Encompass Wealth Advisors held 676 shares of Eli Lilly worth $621K as of Q1 2026.
Encompass Wealth Advisors sold 19 Eli Lilly shares in Q1 2026, an estimated $19.3K.
Eli Lilly made up 0.22% of Encompass Wealth Advisors's portfolio in Q1 2026, its #49 holding.
Encompass Wealth Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 7 quarters since.
Encompass Wealth Advisors's Eli Lilly position peaked at $1.95M in Q1 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.