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High Net Worth Advisory Group’s Eli Lilly LLY Stock Holding History

High Net Worth Advisory Group’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 		$2.71M Sell
2,256
-155
-6% -$158K 0.57% 44
2026
Q1 		$2.22M Buy
2,411
+17
+0.7% +$17.2K 0.52% 51
2025
Q4 		$2.57M Sell
2,394
-399
-14% -$382K 0.59% 45
2025
Q3 		$2.13M Sell
2,793
-1,599
-36% -$1.19M 0.51% 51
2025
Q2 		$3.42M Sell
4,392
-69
-2% -$53.6K 0.91% 30
2025
Q1 		$3.69M Sell
4,461
-112
-2% -$93.2K 1.04% 26
2024
Q4 		$3.53M Sell
4,573
-379
-8% -$314K 0.99% 26
2024
Q3 		$4.39M Sell
4,952
-102
-2% -$91.7K 1.2% 21
2024
Q2 		$4.58M Buy
5,054
+135
+3% +$108K 1.39% 19
2024
Q1 		$3.83M Buy
4,919
+67
+1% +$47.7K 1.2% 23
2023
Q4 		$2.83M Sell
4,852
-9
-0.2% -$5.25K 1.05% 24
2023
Q3 		$2.61M Sell
4,861
-298
-6% -$154K 1.05% 22
2023
Q2 		$2.42M Sell
5,159
-98
-2% -$41.1K 0.94% 25
2023
Q1 		$1.81M Buy
5,257
+21
+0.4% +$7.08K 0.74% 38
2022
Q4 		$1.92M Buy
5,236
+142
+3% +$50.3K 0.74% 30
2022
Q3 		$1.65M Sell
5,094
-49
-1% -$15.5K 0.7% 36
2022
Q2 		$1.67M Buy
5,143
+102
+2% +$30.6K 0.69% 38
2022
Q1 		$1.44M Buy
5,041
+2
+0% +$515 0.52% 50
2021
Q4 		$1.39M Buy
+5,039
New +$1.28M 0.49% 50

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

High Net Worth Advisory Group's LLY Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its Eli Lilly (LLY) stake by 6.4% in Q2 2026, selling an estimated $158K and leaving 2,256 shares worth $2.71M. The position accounts for 0.57% of the portfolio, ranked #44.

High Net Worth Advisory Group first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.58M in Q2 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • High Net Worth Advisory Group held 2,256 shares of Eli Lilly worth $2.71M as of Q2 2026.
  • High Net Worth Advisory Group sold 155 Eli Lilly shares in Q2 2026, an estimated $158K.
  • Eli Lilly made up 0.57% of High Net Worth Advisory Group's portfolio in Q2 2026, its #44 holding.
  • High Net Worth Advisory Group first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • High Net Worth Advisory Group's Eli Lilly position peaked at $4.58M in Q2 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.