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Phoenix Wealth Advisors’s Eli Lilly LLY Stock Holding History

Phoenix 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 		$660K Sell
550
-11
-2% -$11.2K 0.22% 71
2026
Q1 		$516K Hold
561
– – 0.2% 80
2025
Q4 		$603K Buy
561
+7
+1% +$6.69K 0.23% 73
2025
Q3 		$423K Hold
554
– – 0.16% 92
2025
Q2 		$432K Hold
554
– – 0.18% 86
2025
Q1 		$458K Buy
554
+114
+26% +$94.9K 0.2% 80
2024
Q4 		$340K Buy
440
+4
+0.9% +$3.31K 0.15% 90
2024
Q3 		$386K Hold
436
– – 0.18% 87
2024
Q2 		$395K Hold
436
– – 0.2% 85
2024
Q1 		$339K Hold
436
– – 0.21% 89
2023
Q4 		$258K Buy
436
+30
+7% +$17.5K 0.18% 96
2023
Q3 		$218K Buy
+406
New +$209K 0.13% 106
2022
Q4 		– Sell
-1,614
Closed -$522K – 115
2022
Q3 		$522K Sell
1,614
-8
-0.5% -$2.54K 0.52% 43
2022
Q2 		$526K Buy
1,622
+88
+6% +$26.4K 0.52% 45
2022
Q1 		$469K Hold
1,534
– – 0.48% 52
2021
Q4 		$424K Hold
1,534
– – 0.32% 73
2021
Q3 		$354K Hold
1,534
– – 0.26% 77
2021
Q2 		$361K Buy
1,534
+9
+0.6% +$1.81K 0.26% 82
2021
Q1 		$282K Buy
1,525
+38
+3% +$7.43K 0.22% 87
2020
Q4 		$251K Buy
+1,487
New +$222K 0.19% 90

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

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

Phoenix Wealth Advisors reduced its Eli Lilly (LLY) stake by 2% in Q2 2026, selling an estimated $11.2K and leaving 550 shares worth $660K. The position accounts for 0.22% of the portfolio, ranked #71.

Phoenix Wealth Advisors first reported a position in LLY in Q4 2020 and has held it in 20 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Phoenix Wealth Advisors held 550 shares of Eli Lilly worth $660K as of Q2 2026.
  • Phoenix Wealth Advisors sold 11 Eli Lilly shares in Q2 2026, an estimated $11.2K.
  • Eli Lilly made up 0.22% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Phoenix Wealth Advisors first reported a position in Eli Lilly in Q4 2020 and has held it in 20 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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