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 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 $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

Ergawealth Advisors's LLY Position: Q1 2026 in Review

Ergawealth Advisors sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 201 shares — an estimated $216K sold.

Ergawealth Advisors first reported a position in LLY in Q4 2022 and held it in 12 quarters. The position peaked at $571K in Q2 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Ergawealth Advisors reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
Ergawealth Advisors sold 201 Eli Lilly shares in Q1 2026, an estimated $216K.
Ergawealth Advisors first reported a position in Eli Lilly in Q4 2022 and held it in 12 quarters.
Ergawealth Advisors's Eli Lilly position peaked at $571K in Q2 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.