Outlook Wealth Advisors’s Eli Lilly LLY Stock Holding History

Outlook 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	$745K	Sell	621 -2	-0.3%	-$2.04K	0.16%	131
2026 Q1	$573K	Buy	623 +2	+0.3%	+$2.03K	0.14%	159
2025 Q4	$667K	Buy	621 +7	+1%	+$6.69K	0.15%	134
2025 Q3	$468K	Buy	614 +318	+107%	+$237K	0.12%	164
2025 Q2	$231K	Sell	296 -23	-7%	-$17.9K	0.06%	257
2025 Q1	$263K	Sell	319 -26	-8%	-$21.6K	0.07%	237
2024 Q4	$266K	Buy	345 +39	+13%	+$32.3K	0.08%	225
2024 Q3	$271K	Buy	306 +80	+35%	+$71.9K	0.08%	225
2024 Q2	$205K	Sell	226 -537	-70%	-$430K	0.06%	253
2024 Q1	$594K	Buy	763 +84	+12%	+$59.8K	0.18%	118
2023 Q4	$396K	Buy	679 +152	+29%	+$88.7K	0.14%	142
2023 Q3	$283K	Sell	527 -59	-10%	-$30.4K	0.11%	165
2023 Q2	$275K	Buy	+586	New	+$246K	0.1%	168
2023 Q1	–	Sell	-562	Closed	-$206K	–	189
2022 Q4	$206K	Buy	+562	New	+$199K	0.1%	166

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Outlook Wealth Advisors reduced its Eli Lilly (LLY) stake by 0.32% in Q2 2026, selling an estimated $2.04K and leaving 621 shares worth $745K. The position accounts for 0.16% of the portfolio, ranked #131.

Outlook Wealth Advisors first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. 4,601 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Outlook Wealth Advisors held 621 shares of Eli Lilly worth $745K as of Q2 2026.
Outlook Wealth Advisors sold 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
Eli Lilly made up 0.16% of Outlook Wealth Advisors's portfolio in Q2 2026, its #131 holding.
Outlook Wealth Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
4,601 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.