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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
Q2 		$532K Buy
443
+14
+3% +$14.3K 0.2% 68
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
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

Paces Ferry Wealth Advisors's LLY Position: Q2 2026 in Review

Paces Ferry Wealth Advisors increased its Eli Lilly (LLY) stake by 3.3% in Q2 2026, buying an estimated $14.3K and bringing the position to 443 shares worth $532K. The position accounts for 0.2% of the portfolio, ranked #68.

Paces Ferry Wealth Advisors first reported a position in LLY in Q3 2020 and has held it in 14 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Paces Ferry Wealth Advisors held 443 shares of Eli Lilly worth $532K as of Q2 2026.
  • Paces Ferry Wealth Advisors bought 14 Eli Lilly shares in Q2 2026, an estimated $14.3K.
  • Eli Lilly made up 0.2% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Paces Ferry Wealth Advisors first reported a position in Eli Lilly in Q3 2020 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 Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.