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Guardian Wealth Advisors (North Carolina)’s Eli Lilly LLY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$4.15M Sell
4,515
-503
-10% -$510K 0.26% 60
2025
Q4 		$5.39M Buy
5,018
+121
+2% +$116K 0.34% 50
2025
Q3 		$3.74M Buy
4,897
+5
+0.1% +$3.72K 0.24% 61
2025
Q2 		$3.81M Buy
4,892
+42
+0.9% +$32.6K 0.27% 54
2025
Q1 		$4.01M Buy
4,850
+68
+1% +$56.6K 0.32% 50
2024
Q4 		$3.69M Buy
4,782
+63
+1% +$52.2K 0.29% 54
2024
Q3 		$4.18M Sell
4,719
-166
-3% -$149K 0.44% 37
2024
Q2 		$4.42M Buy
4,885
+1
+0% +$800 0.52% 33
2024
Q1 		$3.8M Buy
4,884
+98
+2% +$69.7K 0.47% 35
2023
Q4 		$2.79M Sell
4,786
-81
-2% -$47.3K 0.42% 36
2023
Q3 		$2.61M Buy
4,867
+410
+9% +$211K 0.44% 36
2023
Q2 		$2.09M Buy
4,457
+256
+6% +$107K 0.36% 36
2023
Q1 		$1.44M Buy
4,201
+285
+7% +$96.1K 0.25% 52
2022
Q4 		$1.43M Buy
3,916
+3
+0.1% +$1.06K 0.28% 46
2022
Q3 		$1.26M Buy
3,913
+988
+34% +$313K 0.24% 49
2022
Q2 		$948K Buy
2,925
+2,017
+222% +$605K 0.17% 70
2022
Q1 		$260K Buy
+908
New +$234K 0.11% 137

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Guardian Wealth Advisors (North Carolina)'s LLY Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Eli Lilly (LLY) stake by 10% in Q1 2026, selling an estimated $510K and leaving 4,515 shares worth $4.15M. The position accounts for 0.26% of the portfolio, ranked #60.

Guardian Wealth Advisors (North Carolina) first reported a position in LLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.39M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,515 shares of Eli Lilly worth $4.15M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 503 Eli Lilly shares in Q1 2026, an estimated $510K.
  • Eli Lilly made up 0.26% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #60 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Eli Lilly in Q1 2022 and has held it in 17 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Eli Lilly position peaked at $5.39M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.