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Private Wealth Advisors (California)’s Eli Lilly LLY Stock Holding History

Private Wealth Advisors (California)’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 		$647K Sell
540
-3
-0.6% -$3.06K 0.17% 68
2026
Q1 		$500K Buy
543
+1
+0.2% +$1.01K 0.14% 79
2025
Q4 		$583K Sell
542
-1
-0.2% -$956 0.19% 71
2025
Q3 		$415K Buy
543
+4
+0.7% +$2.98K 0.14% 73
2025
Q2 		$420K Buy
539
+1
+0.2% +$777 0.15% 70
2025
Q1 		$445K Buy
538
+1
+0.2% +$832 0.16% 67
2024
Q4 		$415K Sell
537
-7
-1% -$5.8K 0.16% 69
2024
Q3 		$481K Sell
544
-9
-2% -$8.09K 0.18% 60
2024
Q2 		$505K Buy
553
+1
+0.2% +$800 0.19% 61
2024
Q1 		$429K Buy
552
+1
+0.2% +$712 0.17% 61
2023
Q4 		$321K Buy
551
+1
+0.2% +$584 0.13% 61
2023
Q3 		$295K Hold
550
– – 0.13% 68
2023
Q2 		$258K Buy
+550
New +$231K 0.11% 69
2023
Q1 		– Sell
-550
Closed -$201K – 83
2022
Q4 		$201K Buy
+550
New +$195K 0.07% 78

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

Private Wealth Advisors (California)'s LLY Position: Q2 2026 in Review

Private Wealth Advisors (California) reduced its Eli Lilly (LLY) stake by 0.55% in Q2 2026, selling an estimated $3.06K and leaving 540 shares worth $647K. The position accounts for 0.17% of the portfolio, ranked #68.

Private Wealth Advisors (California) first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Private Wealth Advisors (California) held 540 shares of Eli Lilly worth $647K as of Q2 2026.
  • Private Wealth Advisors (California) sold 3 Eli Lilly shares in Q2 2026, an estimated $3.06K.
  • Eli Lilly made up 0.17% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #68 holding.
  • Private Wealth Advisors (California) first reported a position in Eli Lilly in Q4 2022 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 Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.