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 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 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

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

Phoenix Wealth Advisors held its Eli Lilly (LLY) position steady in Q1 2026 at 561 shares worth $516K. The position accounts for 0.2% of the portfolio, ranked #80.

Phoenix Wealth Advisors first reported a position in LLY in Q4 2020 and has held it in 19 quarters since. The position peaked at $603K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Phoenix Wealth Advisors held 561 shares of Eli Lilly worth $516K as of Q1 2026.
Phoenix Wealth Advisors left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.2% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #80 holding.
Phoenix Wealth Advisors first reported a position in Eli Lilly in Q4 2020 and has held it in 19 quarters since.
Phoenix Wealth Advisors's Eli Lilly position peaked at $603K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.