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 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 Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

NWF Advisory Services reduced its Eli Lilly (LLY) stake by 4.3% in Q1 2026, selling an estimated $90.2K and leaving 1,977 shares worth $1.82M. The position accounts for 0.21% of the portfolio, ranked #87.

NWF Advisory Services first reported a position in LLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.22M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

NWF Advisory Services held 1,977 shares of Eli Lilly worth $1.82M as of Q1 2026.
NWF Advisory Services sold 89 Eli Lilly shares in Q1 2026, an estimated $90.2K.
Eli Lilly made up 0.21% of NWF Advisory Services's portfolio in Q1 2026, its #87 holding.
NWF Advisory Services first reported a position in Eli Lilly in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Eli Lilly position peaked at $2.22M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.