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LWM Advisory Services’s Eli Lilly LLY Stock Holding History

LWM Advisory Services’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 		$762K Sell
828
-71
-8% -$72K 0.81% 24
2025
Q4 		$966K Sell
899
-690
-43% -$660K 0.57% 32
2025
Q3 		$1.22M Sell
1,589
-109
-6% -$81.1K 0.71% 26
2025
Q2 		$1.32M Hold
1,698
– – 0.91% 24
2025
Q1 		$1.4M Sell
1,698
-146
-8% -$121K 0.97% 22
2024
Q4 		$1.42M Buy
1,844
+43
+2% +$35.6K 0.99% 22
2024
Q3 		$1.6M Sell
1,801
-17
-0.9% -$15.3K 1.18% 18
2024
Q2 		$1.65M Buy
1,818
+28
+2% +$22.4K 1.38% 18
2024
Q1 		$1.39M Sell
1,790
-9
-0.5% -$6.41K 1.12% 22
2023
Q4 		$1.05M Buy
1,799
+32
+2% +$18.7K 0.92% 22
2023
Q3 		$949K Sell
1,767
-8
-0.5% -$4.12K 1.02% 20
2023
Q2 		$833K Hold
1,775
– – 0.88% 22
2023
Q1 		$610K Buy
1,775
+209
+13% +$70.5K 0.65% 31
2022
Q4 		$573K Sell
1,566
-239
-13% -$84.7K 0.63% 34
2022
Q3 		$584K Buy
1,805
+43
+2% +$13.6K 0.66% 41
2022
Q2 		$571K Buy
1,762
+1,035
+142% +$311K 0.68% 41
2022
Q1 		$208K Buy
+727
New +$187K 0.26% 109

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

LWM Advisory Services's LLY Position: Q1 2026 in Review

LWM Advisory Services reduced its Eli Lilly (LLY) stake by 7.9% in Q1 2026, selling an estimated $72K and leaving 828 shares worth $762K. The position accounts for 0.81% of the portfolio, ranked #24.

LWM Advisory Services first reported a position in LLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.65M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • LWM Advisory Services held 828 shares of Eli Lilly worth $762K as of Q1 2026.
  • LWM Advisory Services sold 71 Eli Lilly shares in Q1 2026, an estimated $72K.
  • Eli Lilly made up 0.81% of LWM Advisory Services's portfolio in Q1 2026, its #24 holding.
  • LWM Advisory Services first reported a position in Eli Lilly in Q1 2022 and has held it in 17 quarters since.
  • LWM Advisory Services's Eli Lilly position peaked at $1.65M in Q2 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.