Ergawealth Advisors’s Eli Lilly LLY Stock Holding History

Ergawealth 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	$257K	Buy	+214	New	+$219K	0.1%	48
2026 Q1	–	Sell	-201	Closed	-$216K	–	58
2025 Q4	$216K	Buy	+201	New	+$192K	0.1%	53
2025 Q3	–	Sell	-626	Closed	-$488K	–	71
2025 Q2	$488K	Buy	626 +24	+4%	+$18.6K	0.22%	46
2025 Q1	$497K	Sell	602 -18	-3%	-$15K	0.25%	39
2024 Q4	$479K	Sell	620 -9	-1%	-$7.45K	0.24%	40
2024 Q3	$557K	Sell	629 -2	-0.3%	-$1.8K	0.28%	36
2024 Q2	$571K	Sell	631 -4	-0.6%	-$3.2K	0.31%	33
2024 Q1	$494K	Buy	635 +10	+2%	+$7.12K	0.27%	32
2023 Q4	$364K	Sell	625 -2	-0.3%	-$1.17K	0.22%	36
2023 Q3	$337K	Sell	627 -23	-4%	-$11.9K	0.23%	37
2023 Q2	$305K	Hold	650	–	–	0.21%	35
2023 Q1	$223K	Hold	650	–	–	0.18%	43
2022 Q4	$238K	Buy	+650	New	+$230K	0.22%	42

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ergawealth Advisors's LLY Position: Q2 2026 in Review

Ergawealth Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 214 shares worth $257K. The stake represents 0.1% of the portfolio and ranks #48 among its holdings. This is a return to the name: Ergawealth Advisors previously reported a position in LLY as recently as Q4 2025.

Ergawealth Advisors first reported a position in LLY in Q4 2022 and has held it in 13 quarters since. The position peaked at $571K in Q2 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Ergawealth Advisors held 214 shares of Eli Lilly worth $257K as of Q2 2026.
Eli Lilly was a new Ergawealth Advisors position in Q2 2026.
Eli Lilly made up 0.1% of Ergawealth Advisors's portfolio in Q2 2026, its #48 holding.
Ergawealth Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 13 quarters since.
Ergawealth Advisors's Eli Lilly position peaked at $571K in Q2 2024.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.