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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
Q2 		$777K Sell
648
-28
-4% -$28.6K 0.24% 51
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
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

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

Encompass Wealth Advisors reduced its Eli Lilly (LLY) stake by 4.1% in Q2 2026, selling an estimated $28.6K and leaving 648 shares worth $777K. The position accounts for 0.24% of the portfolio, ranked #51.

Encompass Wealth Advisors first reported a position in LLY in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.95M in Q1 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Encompass Wealth Advisors held 648 shares of Eli Lilly worth $777K as of Q2 2026.
  • Encompass Wealth Advisors sold 28 Eli Lilly shares in Q2 2026, an estimated $28.6K.
  • Eli Lilly made up 0.24% of Encompass Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Encompass Wealth Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 8 quarters since.
  • Encompass Wealth Advisors's Eli Lilly position peaked at $1.95M in Q1 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.