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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
Q2 		$510K Sell
425
-14
-3% -$14.3K 0.09% 43
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 $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

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

Serenus Wealth Advisors reduced its Eli Lilly (LLY) stake by 3.2% in Q2 2026, selling an estimated $14.3K and leaving 425 shares worth $510K. The position accounts for 0.09% of the portfolio, ranked #43.

Serenus Wealth Advisors first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Serenus Wealth Advisors held 425 shares of Eli Lilly worth $510K as of Q2 2026.
  • Serenus Wealth Advisors sold 14 Eli Lilly shares in Q2 2026, an estimated $14.3K.
  • Eli Lilly made up 0.09% of Serenus Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Serenus Wealth Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.