VWA
LLY icon

Valued Wealth Advisors’s Eli Lilly LLY Stock Holding History

Valued 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 		$150K Buy
125
+13
+12% +$13.3K 0.05% 57
2026
Q1 		$103K Sell
112
-5
-4% -$5.07K 0.04% 62
2025
Q4 		$126K Buy
117
+11
+10% +$10.5K 0.06% 53
2025
Q3 		$81K Sell
106
-14
-12% -$10.4K 0.04% 61
2025
Q2 		$93.7K Sell
120
-15
-11% -$11.7K 0.05% 58
2025
Q1 		$112K Buy
135
+17
+14% +$14.1K 0.07% 55
2024
Q4 		$91.1K Buy
118
+1
+0.9% +$828 0.06% 62
2024
Q3 		$104K Sell
117
-5
-4% -$4.5K 0.07% 50
2024
Q2 		$110K Buy
122
+17
+16% +$13.6K 0.08% 44
2024
Q1 		$81.7K Buy
105
+15
+17% +$10.7K 0.06% 45
2023
Q4 		$48.3K Buy
+90
New +$52.5K 0.04% 48

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

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

Valued Wealth Advisors increased its Eli Lilly (LLY) stake by 12% in Q2 2026, buying an estimated $13.3K and bringing the position to 125 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #57.

Valued Wealth Advisors first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,598 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Valued Wealth Advisors held 125 shares of Eli Lilly worth $150K as of Q2 2026.
  • Valued Wealth Advisors bought 13 Eli Lilly shares in Q2 2026, an estimated $13.3K.
  • Eli Lilly made up 0.05% of Valued Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Valued Wealth Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,598 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.