FWA
LLY icon

Flagship Wealth Advisors’s Eli Lilly LLY Stock Holding History

Flagship 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 		$981K Sell
1,259
-238
-16% -$241K 0.42% 41
2025
Q4 		$1.61M Hold
1,497
– – 0.47% 42
2025
Q3 		$1.14M Buy
1,497
+38
+3% +$28.3K 0.38% 48
2025
Q2 		$1.14M Buy
1,459
+33
+2% +$25.6K 0.43% 39
2025
Q1 		$1.18M Hold
1,426
– – 0.5% 38
2024
Q4 		$1.1M Buy
+1,426
New +$1.18M 0.65% 28

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Flagship Wealth Advisors reduced its Eli Lilly (LLY) stake by 16% in Q1 2026, selling an estimated $241K and leaving 1,259 shares worth $981K. The position accounts for 0.42% of the portfolio, ranked #41.

Flagship Wealth Advisors first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.61M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Flagship Wealth Advisors held 1,259 shares of Eli Lilly worth $981K as of Q1 2026.
  • Flagship Wealth Advisors sold 238 Eli Lilly shares in Q1 2026, an estimated $241K.
  • Eli Lilly made up 0.42% of Flagship Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • Flagship Wealth Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Eli Lilly position peaked at $1.61M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.