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Evolution Wealth Advisors’s Eli Lilly LLY Stock Holding History

Evolution 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 		$253K Sell
211
-18
-8% -$18.4K 0.03% 155
2026
Q1 		$211K Sell
229
-72
-24% -$73K 0.02% 162
2025
Q4 		$323K Sell
301
-11
-4% -$10.5K 0.03% 131
2025
Q3 		$238K Buy
312
+3
+1% +$2.23K 0.03% 151
2025
Q2 		$241K Buy
309
+10
+3% +$7.77K 0.04% 152
2025
Q1 		$247K Sell
299
-25
-8% -$20.8K 0.04% 129
2024
Q4 		$250K Buy
324
+9
+3% +$7.45K 0.04% 120
2024
Q3 		$278K Sell
315
-2
-0.6% -$1.8K 0.05% 108
2024
Q2 		$287K Buy
317
+14
+5% +$11.2K 0.06% 109
2024
Q1 		$236K Buy
+303
New +$216K 0.05% 119
2021
Q4 		– Sell
-589
Closed -$136K – 418
2021
Q3 		$136K Sell
589
-92
-14% -$22.7K 0.03% 133
2021
Q2 		$156K Buy
681
+9
+1% +$1.81K 0.03% 140
2021
Q1 		$126K Buy
672
+243
+57% +$47.5K 0.03% 139
2020
Q4 		$72K Sell
429
-114
-21% -$17K 0.02% 159
2020
Q3 		$80K Buy
543
+99
+22% +$15.3K 0.02% 156
2020
Q2 		$73K Buy
444
+402
+957% +$61.7K 0.02% 124
2020
Q1 		$6K Sell
42
-53
-56% -$7.28K ﹤0.01% 241
2019
Q4 		$12K Sell
95
-98
-51% -$11.4K ﹤0.01% 271
2019
Q3 		$22K Buy
193
+64
+50% +$7.13K 0.01% 86
2019
Q2 		$14K Buy
+129
New +$15.2K 0.01% 152

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

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

Evolution Wealth Advisors reduced its Eli Lilly (LLY) stake by 7.9% in Q2 2026, selling an estimated $18.4K and leaving 211 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #155.

Evolution Wealth Advisors first reported a position in LLY in Q2 2019 and has held it in 20 quarters since. The position peaked at $323K in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Evolution Wealth Advisors held 211 shares of Eli Lilly worth $253K as of Q2 2026.
  • Evolution Wealth Advisors sold 18 Eli Lilly shares in Q2 2026, an estimated $18.4K.
  • Eli Lilly made up 0.03% of Evolution Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • Evolution Wealth Advisors first reported a position in Eli Lilly in Q2 2019 and has held it in 20 quarters since.
  • Evolution Wealth Advisors's Eli Lilly position peaked at $323K in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.