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IBEX Wealth Advisors’s Eli Lilly LLY Stock Holding History

IBEX 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 		$7.44M Buy
8,093
+926
+13% +$939K 0.69% 49
2025
Q4 		$7.7M Buy
7,167
+478
+7% +$457K 0.75% 44
2025
Q3 		$5.1M Sell
6,689
-5,897
-47% -$4.39M 0.49% 65
2025
Q2 		$9.81M Buy
12,586
+241
+2% +$187K 1.05% 28
2025
Q1 		$10.2M Buy
12,345
+710
+6% +$591K 1.35% 25
2024
Q4 		$8.98M Buy
+11,635
New +$9.63M 1.06% 26
2024
Q3 		– Sell
-11,792
Closed -$10.7M – 188
2024
Q2 		$10.7M Buy
11,792
+5,408
+85% +$4.33M 1.67% 12
2024
Q1 		$2.34M Buy
6,384
+6,374
+63,740% +$4.54M 0.63% 53
2023
Q4 		$5.74K Sell
10
-8,958
-100% -$5.23M 1.25% 29
2023
Q3 		$4.82M Buy
+8,968
New +$4.62M 1.23% 29
2023
Q1 		– Sell
-6,384
Closed -$2.34M – 131
2022
Q4 		$2.34M Buy
6,384
+166
+3% +$58.9K 0.53% 59
2022
Q3 		$2.01M Sell
6,218
-46
-0.7% -$14.6K 0.52% 65
2022
Q2 		$2.03M Sell
6,264
-115
-2% -$34.5K 0.47% 76
2022
Q1 		$1.83M Buy
+6,379
New +$1.64M 0.35% 89
2021
Q4 		– Sell
-38
Closed -$9K – 325
2021
Q3 		$9K Buy
+38
New +$9.38K ﹤0.01% 362
2019
Q3 		– Sell
-45
Closed -$4K – 255
2019
Q2 		$4K Sell
45
-13,545
-100% -$1.6M ﹤0.01% 367
2019
Q1 		$1.76M Buy
+13,590
New +$1.65M 0.62% 70

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

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

IBEX Wealth Advisors increased its Eli Lilly (LLY) stake by 13% in Q1 2026, buying an estimated $939K and bringing the position to 8,093 shares worth $7.44M. The position accounts for 0.69% of the portfolio, ranked #49.

IBEX Wealth Advisors first reported a position in LLY in Q1 2019 and has held it in 17 quarters since. The position peaked at $10.7M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • IBEX Wealth Advisors held 8,093 shares of Eli Lilly worth $7.44M as of Q1 2026.
  • IBEX Wealth Advisors bought 926 Eli Lilly shares in Q1 2026, an estimated $939K.
  • Eli Lilly made up 0.69% of IBEX Wealth Advisors's portfolio in Q1 2026, its #49 holding.
  • IBEX Wealth Advisors first reported a position in Eli Lilly in Q1 2019 and has held it in 17 quarters since.
  • IBEX Wealth Advisors's Eli Lilly position peaked at $10.7M in Q2 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.