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Visionary Wealth Advisors’s Eli Lilly LLY Stock Holding History

Visionary 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 		$6.11M Buy
5,093
+191
+4% +$195K 0.24% 109
2026
Q1 		$4.51M Sell
4,902
-41
-0.8% -$41.6K 0.2% 124
2025
Q4 		$5.31M Sell
4,943
-110
-2% -$105K 0.24% 108
2025
Q3 		$3.86M Buy
5,053
+268
+6% +$199K 0.18% 126
2025
Q2 		$3.73M Buy
4,785
+2,590
+118% +$2.01M 0.19% 127
2025
Q1 		$1.81M Buy
2,195
+42
+2% +$34.9K 0.11% 186
2024
Q4 		$1.66M Buy
2,153
+471
+28% +$390K 0.1% 192
2024
Q3 		$1.49M Sell
1,682
-428
-20% -$385K 0.09% 209
2024
Q2 		$1.91M Buy
2,110
+176
+9% +$141K 0.12% 171
2024
Q1 		$1.5M Buy
1,934
+62
+3% +$44.1K 0.1% 198
2023
Q4 		$1.09M Buy
1,872
+49
+3% +$28.6K 0.08% 219
2023
Q3 		$979K Sell
1,823
-323
-15% -$166K 0.08% 214
2023
Q2 		$1.01M Sell
2,146
-105
-5% -$44K 0.08% 205
2023
Q1 		$773K Buy
2,251
+258
+13% +$87K 0.07% 224
2022
Q4 		$729K Sell
1,993
-6
-0.3% -$2.13K 0.07% 201
2022
Q3 		$647K Sell
1,999
-222
-10% -$70.3K 0.07% 194
2022
Q2 		$720K Sell
2,221
-56
-2% -$16.8K 0.06% 200
2022
Q1 		$652K Buy
2,277
+178
+8% +$45.8K 0.05% 220
2021
Q4 		$580K Buy
2,099
+26
+1% +$6.59K 0.05% 213
2021
Q3 		$479K Sell
2,073
-363
-15% -$89.6K 0.05% 191
2021
Q2 		$559K Sell
2,436
-273
-10% -$54.8K 0.06% 193
2021
Q1 		$506K Sell
2,709
-973
-26% -$190K 0.05% 196
2020
Q4 		$622K Buy
3,682
+478
+15% +$71.4K 0.07% 170
2020
Q3 		$474K Buy
3,204
+310
+11% +$48K 0.07% 160
2020
Q2 		$475K Sell
2,894
-131
-4% -$20.1K 0.07% 149
2020
Q1 		$420K Buy
3,025
+251
+9% +$34.5K 0.08% 134
2019
Q4 		$365K Buy
+2,774
New +$322K 0.07% 148

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

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

Visionary Wealth Advisors increased its Eli Lilly (LLY) stake by 3.9% in Q2 2026, buying an estimated $195K and bringing the position to 5,093 shares worth $6.11M. The position accounts for 0.24% of the portfolio, ranked #109.

Visionary Wealth Advisors first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Visionary Wealth Advisors held 5,093 shares of Eli Lilly worth $6.11M as of Q2 2026.
  • Visionary Wealth Advisors bought 191 Eli Lilly shares in Q2 2026, an estimated $195K.
  • Eli Lilly made up 0.24% of Visionary Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Visionary Wealth Advisors first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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