Paces Ferry Wealth Advisors’s Eli Lilly LLY Stock Holding History

Paces Ferry 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	$395K	Buy	429 +14	+3%	+$14.2K	0.16%	79
2025 Q4	$446K	Buy	415 +1	+0.2%	+$956	0.18%	72
2025 Q3	$316K	Sell	414 -6	-1%	-$4.46K	0.13%	93
2025 Q2	$327K	Sell	420 -7	-2%	-$5.44K	0.15%	85
2025 Q1	$353K	Buy	427 +16	+4%	+$13.3K	0.18%	80
2024 Q4	$317K	Sell	411 -8	-2%	-$6.62K	0.15%	87
2024 Q3	$372K	Buy	419 +8	+2%	+$7.19K	0.21%	77
2024 Q2	$372K	Buy	411 +10	+2%	+$8K	0.22%	77
2024 Q1	$312K	Buy	+401	New	+$285K	0.2%	82
2022 Q2	–	Sell	-913	Closed	-$262K	–	111
2022 Q1	$262K	Hold	913	–	–	0.21%	94
2021 Q4	$252K	Sell	913 -22	-2%	-$5.58K	0.18%	98
2021 Q3	$216K	Buy	+935	New	+$231K	0.17%	112
2020 Q4	–	Sell	-1,034	Closed	-$153K	–	678
2020 Q3	$153K	Buy	+1,034	New	+$160K	0.13%	119

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

Paces Ferry Wealth Advisors's LLY Position: Q1 2026 in Review

Paces Ferry Wealth Advisors increased its Eli Lilly (LLY) stake by 3.4% in Q1 2026, buying an estimated $14.2K and bringing the position to 429 shares worth $395K. The position accounts for 0.16% of the portfolio, ranked #79.

Paces Ferry Wealth Advisors first reported a position in LLY in Q3 2020 and has held it in 13 quarters since. The position peaked at $446K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Paces Ferry Wealth Advisors held 429 shares of Eli Lilly worth $395K as of Q1 2026.
Paces Ferry Wealth Advisors bought 14 Eli Lilly shares in Q1 2026, an estimated $14.2K.
Eli Lilly made up 0.16% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #79 holding.
Paces Ferry Wealth Advisors first reported a position in Eli Lilly in Q3 2020 and has held it in 13 quarters since.
Paces Ferry Wealth Advisors's Eli Lilly position peaked at $446K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.