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Joel Adams & Associates’s Eli Lilly LLY Stock Holding History

Joel Adams & Associates’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 		$921K Sell
1,001
-136
-12% -$138K 0.68% 23
2025
Q4 		$1.22M Sell
1,137
-31
-3% -$29.6K 0.92% 21
2025
Q3 		$891K Sell
1,168
-31
-3% -$23.1K 0.72% 25
2025
Q2 		$935K Hold
1,199
– – 0.83% 21
2025
Q1 		$990K Hold
1,199
– – 0.89% 20
2024
Q4 		$926K Buy
+1,199
New +$993K 0.84% 18

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

Joel Adams & Associates's LLY Position: Q1 2026 in Review

Joel Adams & Associates reduced its Eli Lilly (LLY) stake by 12% in Q1 2026, selling an estimated $138K and leaving 1,001 shares worth $921K. The position accounts for 0.68% of the portfolio, ranked #23.

Joel Adams & Associates first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.22M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Joel Adams & Associates held 1,001 shares of Eli Lilly worth $921K as of Q1 2026.
  • Joel Adams & Associates sold 136 Eli Lilly shares in Q1 2026, an estimated $138K.
  • Eli Lilly made up 0.68% of Joel Adams & Associates's portfolio in Q1 2026, its #23 holding.
  • Joel Adams & Associates first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Joel Adams & Associates's Eli Lilly position peaked at $1.22M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.