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One Wealth Advisors’s Eli Lilly LLY Stock Holding History

One 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 		$503K Buy
547
+27
+5% +$27.4K 0.06% 166
2025
Q4 		$559K Buy
520
+70
+16% +$66.9K 0.07% 154
2025
Q3 		$343K Sell
450
-1
-0.2% -$744 0.04% 219
2025
Q2 		$352K Buy
451
+6
+1% +$4.66K 0.05% 203
2025
Q1 		$368K Buy
445
+111
+33% +$92.4K 0.05% 184
2024
Q4 		$258K Hold
334
– – 0.04% 207
2024
Q3 		$296K Buy
334
+1
+0.3% +$899 0.05% 204
2024
Q2 		$297K Buy
333
+75
+29% +$60K 0.06% 159
2024
Q1 		$201K Buy
+258
New +$184K 0.03% 241
2023
Q4 		– Sell
-521
Closed -$280K – 230
2023
Q3 		$280K Hold
521
– – 0.06% 146
2023
Q2 		$244K Buy
+521
New +$218K 0.05% 175
2023
Q1 		– Sell
-559
Closed -$205K – 428
2022
Q4 		$205K Buy
+559
New +$198K 0.05% 186
2021
Q1 		– Sell
-2,307
Closed -$390K – 164
2020
Q4 		$390K Buy
2,307
+57
+3% +$8.51K 0.21% 61
2020
Q3 		$333K Sell
2,250
-183
-8% -$28.3K 0.23% 51
2020
Q2 		$399K Sell
2,433
-232
-9% -$35.6K 0.32% 35
2020
Q1 		$370K Buy
+2,665
New +$366K 0.37% 36
2019
Q2 		– Sell
-200
Closed -$26K – 314
2019
Q1 		$26K Buy
+200
New +$24.3K 0.02% 251
2018
Q4 		– Sell
-200
Closed -$21K – 310
2018
Q3 		$21K Hold
200
– – 0.02% 311
2018
Q2 		$17K Hold
200
– – 0.01% 320
2018
Q1 		$15K Hold
200
– – 0.01% 309
2017
Q4 		$17K Buy
+200
New +$17K 0.01% 336

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

One Wealth Advisors's LLY Position: Q1 2026 in Review

One Wealth Advisors increased its Eli Lilly (LLY) stake by 5.2% in Q1 2026, buying an estimated $27.4K and bringing the position to 547 shares worth $503K. The position accounts for 0.06% of the portfolio, ranked #166.

One Wealth Advisors first reported a position in LLY in Q4 2017 and has held it in 21 quarters since. The position peaked at $559K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • One Wealth Advisors held 547 shares of Eli Lilly worth $503K as of Q1 2026.
  • One Wealth Advisors bought 27 Eli Lilly shares in Q1 2026, an estimated $27.4K.
  • Eli Lilly made up 0.06% of One Wealth Advisors's portfolio in Q1 2026, its #166 holding.
  • One Wealth Advisors first reported a position in Eli Lilly in Q4 2017 and has held it in 21 quarters since.
  • One Wealth Advisors's Eli Lilly position peaked at $559K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.