Vestia Personal Wealth Advisors’s Eli Lilly LLY Stock Holding History

Vestia Personal 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	$906K	Buy	755 +29	+4%	+$29.6K	0.35%	38
2026 Q1	$668K	Buy	726 +12	+2%	+$12.2K	0.31%	42
2025 Q4	$770K	Buy	714 +22	+3%	+$21K	0.39%	37
2025 Q3	$528K	Sell	692 -8	-1%	-$5.95K	0.31%	47
2025 Q2	$546K	Buy	700 +6	+0.9%	+$4.66K	0.37%	44
2025 Q1	$573K	Sell	694 -84	-11%	-$69.9K	0.45%	38
2024 Q4	$601K	Buy	778 +11	+1%	+$9.11K	0.49%	37
2024 Q3	$680K	Buy	767 +13	+2%	+$11.7K	0.64%	31
2024 Q2	$683K	Buy	+754	New	+$603K	0.73%	29

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

Vestia Personal Wealth Advisors's LLY Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Eli Lilly (LLY) stake by 4% in Q2 2026, buying an estimated $29.6K and bringing the position to 755 shares worth $906K. The position accounts for 0.35% of the portfolio, ranked #38.

Vestia Personal Wealth Advisors first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Vestia Personal Wealth Advisors held 755 shares of Eli Lilly worth $906K as of Q2 2026.
Vestia Personal Wealth Advisors bought 29 Eli Lilly shares in Q2 2026, an estimated $29.6K.
Eli Lilly made up 0.35% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Vestia Personal Wealth Advisors first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.