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Serenus Wealth Advisors’s Eli Lilly LLY Stock Holding History

Serenus 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 		$404K Hold
439
– – 0.08% 45
2025
Q4 		$472K Buy
439
+10
+2% +$9.56K 0.09% 41
2025
Q3 		$327K Sell
429
-55
-11% -$40.9K 0.06% 51
2025
Q2 		$377K Sell
484
-25
-5% -$19.4K 0.06% 45
2025
Q1 		$420K Buy
509
+80
+19% +$66.6K 0.07% 39
2024
Q4 		$331K Buy
+429
New +$355K 0.06% 39

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
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
VPM
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

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

Serenus Wealth Advisors held its Eli Lilly (LLY) position steady in Q1 2026 at 439 shares worth $404K. The position accounts for 0.08% of the portfolio, ranked #45.

Serenus Wealth Advisors first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $472K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Serenus Wealth Advisors held 439 shares of Eli Lilly worth $404K as of Q1 2026.
  • Serenus Wealth Advisors left its Eli Lilly share count unchanged in Q1 2026.
  • Eli Lilly made up 0.08% of Serenus Wealth Advisors's portfolio in Q1 2026, its #45 holding.
  • Serenus Wealth Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Serenus Wealth Advisors's Eli Lilly position peaked at $472K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Serenus Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.