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EverSource Wealth Advisors’s Eli Lilly LLY Stock Holding History

EverSource 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 		$8.85M Sell
7,378
-2,242
-23% -$2.29M 0.3% 73
2026
Q1 		$8.85M Buy
9,620
+2,491
+35% +$2.53M 0.27% 74
2025
Q4 		$7.66M Buy
7,129
+733
+11% +$701K 0.28% 78
2025
Q3 		$4.88M Buy
6,396
+276
+5% +$205K 0.19% 104
2025
Q2 		$4.77M Buy
6,120
+1,078
+21% +$838K 0.22% 100
2025
Q1 		$4.16M Buy
5,042
+999
+25% +$831K 0.23% 94
2024
Q4 		$3.12M Buy
4,043
+248
+7% +$205K 0.18% 113
2024
Q3 		$3.36M Buy
3,795
+177
+5% +$159K 0.21% 100
2024
Q2 		$2.91M Buy
3,618
+109
+3% +$87.2K 0.19% 106
2024
Q1 		$2.74M Buy
3,509
+420
+14% +$299K 0.22% 100
2023
Q4 		$1.8M Sell
3,089
-43
-1% -$25.1K 0.17% 116
2023
Q3 		$1.68M Sell
3,132
-64
-2% -$33K 0.18% 118
2023
Q2 		$1.5M Sell
3,196
-287
-8% -$120K 0.17% 121
2023
Q1 		$1.2M Buy
3,483
+12
+0.3% +$4.05K 0.15% 126
2022
Q4 		$1.27M Sell
3,471
-208
-6% -$73.7K 0.19% 99
2022
Q3 		$1.19M Sell
3,679
-60
-2% -$19K 0.27% 69
2022
Q2 		$1.21M Buy
3,739
+354
+10% +$106K 0.31% 57
2022
Q1 		$970K Buy
3,385
+974
+40% +$251K 0.25% 75
2021
Q4 		$667K Buy
+2,411
New +$611K 0.19% 95

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

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

EverSource Wealth Advisors reduced its Eli Lilly (LLY) stake by 23% in Q2 2026, selling an estimated $2.29M and leaving 7,378 shares worth $8.85M. The position accounts for 0.3% of the portfolio, ranked #73.

EverSource Wealth Advisors first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • EverSource Wealth Advisors held 7,378 shares of Eli Lilly worth $8.85M as of Q2 2026.
  • EverSource Wealth Advisors sold 2,242 Eli Lilly shares in Q2 2026, an estimated $2.29M.
  • Eli Lilly made up 0.3% of EverSource Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • EverSource Wealth Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.