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 Q2	$367K	Buy	+6,370	New	+$6.51M	0.11%	105
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 $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

USAdvisors Wealth Management's LLY Position: Q2 2026 in Review

USAdvisors Wealth Management opened a new position in Eli Lilly (LLY) in Q2 2026: 6,370 shares worth $367K. The stake represents 0.11% of the portfolio and ranks #105 among its holdings. This is a return to the name: USAdvisors Wealth Management previously reported a position in LLY as recently as Q4 2025.

USAdvisors Wealth Management first reported a position in LLY in Q4 2021 and has held it in 11 quarters since. The position peaked at $375K in Q2 2024. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

USAdvisors Wealth Management held 6,370 shares of Eli Lilly worth $367K as of Q2 2026.
Eli Lilly was a new USAdvisors Wealth Management position in Q2 2026.
Eli Lilly made up 0.11% of USAdvisors Wealth Management's portfolio in Q2 2026, its #105 holding.
USAdvisors Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 11 quarters since.
USAdvisors Wealth Management's Eli Lilly position peaked at $375K in Q2 2024.
4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.