Evernest Financial Advisors’s Eli Lilly LLY Stock Holding History

Evernest Financial 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	$3.88M	Buy	4,472 +213	+5%	+$216K	0.81%	23
2025 Q4	$4.45M	Sell	4,259 -421	-9%	-$403K	0.93%	24
2025 Q3	$3.57M	Sell	4,680 -198	-4%	-$147K	1%	23
2025 Q2	$3.8M	Buy	4,878 +99	+2%	+$76.9K	1.23%	20
2025 Q1	$3.95M	Buy	4,779 +360	+8%	+$300K	1.42%	19
2024 Q4	$3.41M	Sell	4,419 -207	-4%	-$171K	0.89%	24
2024 Q3	$4.1M	Sell	4,626 -94	-2%	-$84.5K	1.1%	20
2024 Q2	$4.27M	Buy	4,720 +124	+3%	+$99.2K	1.91%	16
2024 Q1	$3.34M	Buy	4,596 +127	+3%	+$90.4K	1.58%	17
2023 Q4	$2.61M	Buy	+4,469	New	+$2.61M	1.32%	17
2021 Q4	$3.32M	Buy	+4,483	New	+$1.14M	1.72%	17

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

Evernest Financial Advisors's LLY Position: Q1 2026 in Review

Evernest Financial Advisors increased its Eli Lilly (LLY) stake by 5% in Q1 2026, buying an estimated $216K and bringing the position to 4,472 shares worth $3.88M. The position accounts for 0.81% of the portfolio, ranked #23.

Evernest Financial Advisors first reported a position in LLY in Q4 2021 and has held it in 11 quarters since. The position peaked at $4.45M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Evernest Financial Advisors held 4,472 shares of Eli Lilly worth $3.88M as of Q1 2026.
Evernest Financial Advisors bought 213 Eli Lilly shares in Q1 2026, an estimated $216K.
Eli Lilly made up 0.81% of Evernest Financial Advisors's portfolio in Q1 2026, its #23 holding.
Evernest Financial Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's Eli Lilly position peaked at $4.45M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.