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NWF Advisory Services’s Eli Lilly LLY Stock Holding History

NWF 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
Q2 		$2.56M Buy
2,136
+159
+8% +$162K 0.24% 79
2026
Q1 		$1.82M Sell
1,977
-89
-4% -$90.2K 0.21% 87
2025
Q4 		$2.22M Buy
2,066
+33
+2% +$31.6K 0.25% 73
2025
Q3 		$1.55M Buy
2,033
+59
+3% +$43.9K 0.17% 104
2025
Q2 		$1.54M Buy
1,974
+1,002
+103% +$779K 0.18% 95
2025
Q1 		$803K Buy
972
+129
+15% +$107K 0.11% 125
2024
Q4 		$651K Sell
843
-941
-53% -$779K 0.1% 111
2024
Q3 		$1.58M Buy
1,784
+301
+20% +$271K 0.23% 80
2024
Q2 		$1.34M Buy
1,483
+206
+16% +$165K 0.21% 79
2024
Q1 		$994K Buy
1,277
+138
+12% +$98.2K 0.17% 103
2023
Q4 		$664K Buy
1,139
+13
+1% +$7.59K 0.13% 125
2023
Q3 		$605K Sell
1,126
-2
-0.2% -$1.03K 0.14% 117
2023
Q2 		$529K Hold
1,128
– – 0.12% 135
2023
Q1 		$529K Buy
+1,128
New +$380K 0.12% 134

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

NWF Advisory Services's LLY Position: Q2 2026 in Review

NWF Advisory Services increased its Eli Lilly (LLY) stake by 8% in Q2 2026, buying an estimated $162K and bringing the position to 2,136 shares worth $2.56M. The position accounts for 0.24% of the portfolio, ranked #79.

NWF Advisory Services first reported a position in LLY in Q1 2023 and has held it in 14 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • NWF Advisory Services held 2,136 shares of Eli Lilly worth $2.56M as of Q2 2026.
  • NWF Advisory Services bought 159 Eli Lilly shares in Q2 2026, an estimated $162K.
  • Eli Lilly made up 0.24% of NWF Advisory Services's portfolio in Q2 2026, its #79 holding.
  • NWF Advisory Services first reported a position in Eli Lilly in Q1 2023 and has held it in 14 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.