Physician Wealth Advisors’s Eli Lilly LLY Stock Holding History

Physician 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	$877K	Buy	954 +39	+4%	+$39.5K	0.12%	75
2025 Q4	$983K	Buy	915 +30	+3%	+$28.7K	0.14%	71
2025 Q3	$676K	Sell	885 -139	-14%	-$103K	0.1%	86
2025 Q2	$799K	Sell	1,024 -372	-27%	-$289K	0.13%	75
2025 Q1	$1.15M	Sell	1,396 -10	-0.7%	-$8.32K	0.2%	60
2024 Q4	$1.09M	Buy	1,406 +265	+23%	+$219K	0.18%	63
2024 Q3	$1.04M	Sell	1,141 -346	-23%	-$311K	0.19%	64
2024 Q2	$1.4M	Buy	1,487 +289	+24%	+$231K	0.26%	57
2024 Q1	$895K	Buy	1,198 +243	+25%	+$173K	0.19%	66
2023 Q4	$602K	Buy	955 +60	+7%	+$35K	0.13%	78
2023 Q3	$512K	Hold	895	–	–	0.13%	76
2023 Q2	$413K	Hold	895	–	–	0.1%	89
2023 Q1	$332K	Hold	895	–	–	0.09%	99
2022 Q4	$310K	Hold	895	–	–	0.08%	104
2022 Q3	$297K	Hold	895	–	–	0.09%	107
2022 Q2	$290K	Hold	895	–	–	0.08%	117
2022 Q1	$264K	Hold	895	–	–	0.07%	133
2021 Q4	$232K	Hold	895	–	–	0.06%	144
2021 Q3	$213K	Hold	895	–	–	0.06%	149
2021 Q2	$213K	Buy	+895	New	+$180K	0.06%	144

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

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

Physician Wealth Advisors increased its Eli Lilly (LLY) stake by 4.3% in Q1 2026, buying an estimated $39.5K and bringing the position to 954 shares worth $877K. The position accounts for 0.12% of the portfolio, ranked #75.

Physician Wealth Advisors first reported a position in LLY in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.4M in Q2 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Physician Wealth Advisors held 954 shares of Eli Lilly worth $877K as of Q1 2026.
Physician Wealth Advisors bought 39 Eli Lilly shares in Q1 2026, an estimated $39.5K.
Eli Lilly made up 0.12% of Physician Wealth Advisors's portfolio in Q1 2026, its #75 holding.
Physician Wealth Advisors first reported a position in Eli Lilly in Q2 2021 and has held it in 20 quarters since.
Physician Wealth Advisors's Eli Lilly position peaked at $1.4M in Q2 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.