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Legacy Wealth Advisors’s Eli Lilly LLY Stock Holding History

Legacy 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 		$640K Buy
696
+100
+17% +$101K 0.33% 39
2025
Q4 		$641K Buy
+596
New +$570K 0.42% 34

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

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

Legacy Wealth Advisors increased its Eli Lilly (LLY) stake by 17% in Q1 2026, buying an estimated $101K and bringing the position to 696 shares worth $640K. The position accounts for 0.33% of the portfolio, ranked #39.

Legacy Wealth Advisors first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $641K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Legacy Wealth Advisors held 696 shares of Eli Lilly worth $640K as of Q1 2026.
  • Legacy Wealth Advisors bought 100 Eli Lilly shares in Q1 2026, an estimated $101K.
  • Eli Lilly made up 0.33% of Legacy Wealth Advisors's portfolio in Q1 2026, its #39 holding.
  • Legacy Wealth Advisors first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
  • Legacy Wealth Advisors's Eli Lilly position peaked at $641K in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Legacy Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.