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 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 $84.5B AUM 11.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return