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Miller Wealth Advisors’s Eli Lilly LLY Stock Holding History

Miller 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 		$120K Hold
100
– – 0.05% 27
2026
Q1 		$92K Hold
100
– – 0.04% 26
2025
Q4 		$107K Hold
100
– – 0.04% 25
2025
Q3 		$76.3K Hold
100
– – 0.03% 30
2025
Q2 		$78K Hold
100
– – 0.04% 27
2025
Q1 		$82.6K Hold
100
– – 0.05% 26
2024
Q4 		$77.2K Hold
100
– – 0.04% 26
2024
Q3 		$91.7K Hold
100
– – 0.05% 22
2024
Q2 		$90.5K Hold
100
– – 0.05% 24
2024
Q1 		$77.8K Hold
100
– – 0.05% 27
2023
Q4 		$58.3K Hold
100
– – 0.04% 28
2023
Q3 		$53.7K Hold
100
– – 0.04% 26
2023
Q2 		$46.9K Sell
100
-12
-11% -$5.03K 0.03% 24
2023
Q1 		$6K Buy
112
+12
+12% +$4.05K 0.03% 49
2022
Q4 		$37K Hold
100
– – 0.03% 31
2022
Q3 		$32K Hold
100
– – 0.03% 46
2022
Q2 		$32K Hold
100
– – 0.03% 34
2022
Q1 		$29K Hold
100
– – 0.02% 38
2021
Q4 		$28K Buy
+100
New +$25.4K 0.02% 40

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

Miller Wealth Advisors's LLY Position: Q2 2026 in Review

Miller Wealth Advisors held its Eli Lilly (LLY) position steady in Q2 2026 at 100 shares worth $120K. The position accounts for 0.05% of the portfolio, ranked #27.

Miller Wealth Advisors first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Miller Wealth Advisors held 100 shares of Eli Lilly worth $120K as of Q2 2026.
  • Miller Wealth Advisors left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.05% of Miller Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Miller Wealth Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.