PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Eli Lilly LLY Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$231K	Buy	192 +188	+4,700%	+$192K	0.06%	166
2026 Q1	$3.71K	Hold	4	–	–	﹤0.01%	443
2025 Q4	$4.32K	Hold	4	–	–	﹤0.01%	446
2025 Q3	$3.06K	Sell	4 -22	-85%	-$16.4K	﹤0.01%	464
2025 Q2	$20.3K	Buy	26 +4	+18%	+$3.11K	0.01%	326
2025 Q1	$18.2K	Buy	22 +11	+100%	+$9.15K	0.01%	335
2024 Q4	$8.49K	Hold	11	–	–	﹤0.01%	375
2024 Q3	$9.74K	Buy	+11	New	+$9.89K	0.01%	298

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s LLY Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Eli Lilly (LLY) stake by 4,700% in Q2 2026, buying an estimated $192K and bringing the position to 192 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #166.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 3,039 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 192 shares of Eli Lilly worth $231K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 188 Eli Lilly shares in Q2 2026, an estimated $192K.
Eli Lilly made up 0.06% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #166 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
3,039 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.