USAdvisors Wealth Management’s Eli Lilly LLY Stock Holding History

USAdvisors Wealth Management’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	–	Sell	-259	Closed	-$279K	–	141
2025 Q4	$279K	Sell	259 -7	-3%	-$6.69K	0.09%	109
2025 Q3	$203K	Sell	266 -8	-3%	-$5.95K	0.07%	128
2025 Q2	$213K	Sell	274 -12	-4%	-$9.32K	0.08%	121
2025 Q1	$236K	Buy	286 +17	+6%	+$14.1K	0.08%	116
2024 Q4	$208K	Sell	269 -126	-32%	-$104K	0.07%	130
2024 Q3	$347K	Sell	395 -19	-5%	-$17.1K	0.12%	93
2024 Q2	$375K	Sell	414 -52	-11%	-$41.6K	0.13%	88
2024 Q1	$363K	Buy	466 +42	+10%	+$29.9K	0.14%	99
2023 Q4	$247K	Buy	+424	New	+$247K	0.1%	113
2022 Q1	–	Sell	-763	Closed	-$211K	–	135
2021 Q4	$211K	Buy	+763	New	+$193K	0.09%	119

Other funds holding LLY

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

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

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

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

USAdvisors Wealth Management's LLY Position: Q1 2026 in Review

USAdvisors Wealth Management sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 259 shares — an estimated $279K sold.

USAdvisors Wealth Management first reported a position in LLY in Q4 2021 and held it in 10 quarters. The position peaked at $375K in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

USAdvisors Wealth Management reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
USAdvisors Wealth Management sold 259 Eli Lilly shares in Q1 2026, an estimated $279K.
USAdvisors Wealth Management first reported a position in Eli Lilly in Q4 2021 and held it in 10 quarters.
USAdvisors Wealth Management's Eli Lilly position peaked at $375K in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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