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Etesian Wealth Advisors’s Eli Lilly LLY Stock Holding History

Etesian 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 		$4.03M Sell
3,360
-67
-2% -$68.5K 1.19% 26
2026
Q1 		$3.15M Sell
3,427
-132
-4% -$134K 1.01% 28
2025
Q4 		$3.82M Sell
3,559
-38
-1% -$36.3K 1.2% 24
2025
Q3 		$2.74M Sell
3,597
-85
-2% -$63.3K 0.91% 27
2025
Q2 		$2.87M Sell
3,682
-4
-0.1% -$3.11K 1.07% 24
2025
Q1 		$3.04M Sell
3,686
-215
-6% -$179K 1.31% 19
2024
Q4 		$3.01M Sell
3,901
-96
-2% -$79.5K 1.33% 19
2024
Q3 		$3.54M Sell
3,997
-56
-1% -$50.3K 1.6% 15
2024
Q2 		$3.67M Sell
4,053
-108
-3% -$86.4K 2.06% 11
2024
Q1 		$3.24M Sell
4,161
-136
-3% -$96.8K 1.86% 12
2023
Q4 		$2.5M Sell
4,297
-232
-5% -$135K 1.5% 20
2023
Q3 		$2.43M Sell
4,529
-479
-10% -$247K 1.64% 14
2023
Q2 		$2.35M Sell
5,008
-93
-2% -$39K 1.53% 17
2023
Q1 		$1.75M Sell
5,101
-74
-1% -$25K 1.17% 28
2022
Q4 		$1.89M Buy
+5,175
New +$1.83M 1.38% 21

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

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

Etesian Wealth Advisors reduced its Eli Lilly (LLY) stake by 2% in Q2 2026, selling an estimated $68.5K and leaving 3,360 shares worth $4.03M. The position accounts for 1.19% of the portfolio, ranked #26.

Etesian Wealth Advisors first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Etesian Wealth Advisors held 3,360 shares of Eli Lilly worth $4.03M as of Q2 2026.
  • Etesian Wealth Advisors sold 67 Eli Lilly shares in Q2 2026, an estimated $68.5K.
  • Eli Lilly made up 1.19% of Etesian Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Etesian Wealth Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.