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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
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 $84.5B AUM 11.36% 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

International Private Wealth Advisors's LLY Position: Q1 2026 in Review

International Private Wealth Advisors increased its Eli Lilly (LLY) stake by 20% in Q1 2026, buying an estimated $379K and bringing the position to 2,202 shares worth $2.02M. The position accounts for 1.24% of the portfolio, ranked #25.

International Private Wealth Advisors first reported a position in LLY in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.32M in Q3 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • International Private Wealth Advisors held 2,202 shares of Eli Lilly worth $2.02M as of Q1 2026.
  • International Private Wealth Advisors bought 374 Eli Lilly shares in Q1 2026, an estimated $379K.
  • Eli Lilly made up 1.24% of International Private Wealth Advisors's portfolio in Q1 2026, its #25 holding.
  • International Private Wealth Advisors first reported a position in Eli Lilly in Q2 2024 and has held it in 7 quarters since.
  • International Private Wealth Advisors's Eli Lilly position peaked at $2.32M in Q3 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.