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New Insight Wealth Advisors’s Eli Lilly LLY Stock Holding History

New Insight 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 		$344K Sell
374
-10
-3% -$10.1K 0.12% 86
2025
Q4 		$412K Buy
384
+11
+3% +$10.5K 0.15% 81
2025
Q3 		$285K Sell
373
-21
-5% -$15.6K 0.11% 94
2025
Q2 		$307K Buy
394
+13
+3% +$10.1K 0.13% 86
2025
Q1 		$315K Buy
+381
New +$317K 0.14% 77

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

New Insight Wealth Advisors's LLY Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Eli Lilly (LLY) stake by 2.6% in Q1 2026, selling an estimated $10.1K and leaving 374 shares worth $344K. The position accounts for 0.12% of the portfolio, ranked #86.

New Insight Wealth Advisors first reported a position in LLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $412K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • New Insight Wealth Advisors held 374 shares of Eli Lilly worth $344K as of Q1 2026.
  • New Insight Wealth Advisors sold 10 Eli Lilly shares in Q1 2026, an estimated $10.1K.
  • Eli Lilly made up 0.12% of New Insight Wealth Advisors's portfolio in Q1 2026, its #86 holding.
  • New Insight Wealth Advisors first reported a position in Eli Lilly in Q1 2025 and has held it in 5 quarters since.
  • New Insight Wealth Advisors's Eli Lilly position peaked at $412K in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.