Provenance Wealth Advisors’s Eli Lilly LLY Stock Holding History

Provenance 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	$30K	Buy	25 +20	+400%	+$20.4K	﹤0.01%	262
2026 Q1	$4.6K	Hold	5	–	–	﹤0.01%	347
2025 Q4	$5.37K	Sell	5 -100	-95%	-$95.6K	﹤0.01%	338
2025 Q3	$80.1K	Hold	105	–	–	0.01%	181
2025 Q2	$81.9K	Sell	105 -132	-56%	-$103K	0.01%	176
2025 Q1	$196K	Sell	237 -118	-33%	-$98.2K	0.03%	133
2024 Q4	$274K	Hold	355	–	–	0.04%	123
2024 Q3	$315K	Hold	355	–	–	0.04%	127
2024 Q2	$321K	Hold	355	–	–	0.04%	112
2024 Q1	$276K	Sell	355 -6	-2%	-$4.27K	0.04%	123
2023 Q4	$210K	Buy	361 +6	+2%	+$3.5K	0.03%	124
2023 Q3	$191K	Buy	+355	New	+$183K	0.03%	117

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Provenance Wealth Advisors increased its Eli Lilly (LLY) stake by 400% in Q2 2026, buying an estimated $20.4K and bringing the position to 25 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Provenance Wealth Advisors first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $321K in Q2 2024. 4,614 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Provenance Wealth Advisors held 25 shares of Eli Lilly worth $30K as of Q2 2026.
Provenance Wealth Advisors bought 20 Eli Lilly shares in Q2 2026, an estimated $20.4K.
Eli Lilly made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #262 holding.
Provenance Wealth Advisors first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's Eli Lilly position peaked at $321K in Q2 2024.
4,614 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.