ERTS Wealth Advisors’s Eli Lilly LLY Stock Holding History

ERTS 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	$292K	Hold	318	–	–	0.09%	27
2025 Q4	$342K	Hold	318	–	–	0.11%	26
2025 Q3	$243K	Hold	318	–	–	0.08%	27
2025 Q2	$248K	Hold	318	–	–	0.09%	26
2025 Q1	$263K	Hold	318	–	–	0.05%	73
2024 Q4	$245K	Hold	318	–	–	0.05%	81
2024 Q3	$282K	Hold	318	–	–	0.05%	82
2024 Q2	$288K	Hold	318	–	–	0.06%	76
2024 Q1	$247K	Buy	+318	New	+$226K	0.05%	83
2019 Q1	–	Sell	-29	Closed	-$3K	–	214
2018 Q4	$3K	Buy	+29	New	+$3.24K	﹤0.01%	288

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

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

ERTS Wealth Advisors held its Eli Lilly (LLY) position steady in Q1 2026 at 318 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #27.

ERTS Wealth Advisors first reported a position in LLY in Q4 2018 and has held it in 10 quarters since. The position peaked at $342K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

ERTS Wealth Advisors held 318 shares of Eli Lilly worth $292K as of Q1 2026.
ERTS Wealth Advisors left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.09% of ERTS Wealth Advisors's portfolio in Q1 2026, its #27 holding.
ERTS Wealth Advisors first reported a position in Eli Lilly in Q4 2018 and has held it in 10 quarters since.
ERTS Wealth Advisors's Eli Lilly position peaked at $342K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on ERTS Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.