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International Private Wealth Advisors’s Eli Lilly LLY Stock Holding History

International Private 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
Q2 		$2.94M Buy
2,450
+248
+11% +$253K 1.51% 19
2026
Q1 		$2.02M Buy
2,202
+374
+20% +$379K 1.24% 25
2025
Q4 		$1.96M Sell
1,828
-1,214
-40% -$1.16M 1.24% 19
2025
Q3 		$2.32M Buy
3,042
+1,366
+82% +$1.02M 1.46% 20
2025
Q2 		$1.31M Buy
1,676
+480
+40% +$373K 1.12% 22
2025
Q1 		$988K Sell
1,196
-44
-4% -$36.6K 0.95% 26
2024
Q4 		$957K Buy
+1,240
New +$1.03M 0.95% 25
2024
Q3 		– Sell
-294
Closed -$266K – 122
2024
Q2 		$266K Buy
+294
New +$235K 0.45% 86

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

International Private Wealth Advisors's LLY Position: Q2 2026 in Review

International Private Wealth Advisors increased its Eli Lilly (LLY) stake by 11% in Q2 2026, buying an estimated $253K and bringing the position to 2,450 shares worth $2.94M. The position accounts for 1.51% of the portfolio, ranked #19.

International Private Wealth Advisors first reported a position in LLY in Q2 2024 and has held it in 8 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • International Private Wealth Advisors held 2,450 shares of Eli Lilly worth $2.94M as of Q2 2026.
  • International Private Wealth Advisors bought 248 Eli Lilly shares in Q2 2026, an estimated $253K.
  • Eli Lilly made up 1.51% of International Private Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • International Private Wealth Advisors first reported a position in Eli Lilly in Q2 2024 and has held it in 8 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.