W Advisors LLC’s Eli Lilly LLY Stock Holding History

W Advisors LLC’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	$639K	Hold	533	–	–	0.29%	75
2026 Q1	$490K	Sell	533 -10	-2%	-$10.1K	0.25%	79
2025 Q4	$584K	Hold	543	–	–	0.29%	72
2025 Q3	$414K	Hold	543	–	–	0.22%	90
2025 Q2	$423K	Buy	543 +3	+0.6%	+$2.33K	0.24%	80
2025 Q1	$446K	Hold	540	–	–	0.28%	78
2024 Q4	$417K	Sell	540 -2	-0.4%	-$1.66K	0.26%	78
2024 Q3	$480K	Sell	542 -3	-0.6%	-$2.7K	0.3%	67
2024 Q2	$493K	Buy	545 +3	+0.6%	+$2.4K	0.32%	66
2024 Q1	$422K	Buy	542 +3	+0.6%	+$2.13K	0.29%	68
2023 Q4	$314K	Sell	539 -4	-0.7%	-$2.33K	0.23%	83
2023 Q3	$292K	Sell	543 -6	-1%	-$3.09K	0.24%	84
2023 Q2	$257K	Buy	+549	New	+$230K	0.2%	89
2023 Q1	–	Sell	-557	Closed	-$204K	–	107
2022 Q4	$204K	Buy	+557	New	+$197K	0.17%	103

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

W Advisors LLC's LLY Position: Q2 2026 in Review

W Advisors LLC held its Eli Lilly (LLY) position steady in Q2 2026 at 533 shares worth $639K. The position accounts for 0.29% of the portfolio, ranked #75.

W Advisors LLC first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

W Advisors LLC held 533 shares of Eli Lilly worth $639K as of Q2 2026.
W Advisors LLC left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.29% of W Advisors LLC's portfolio in Q2 2026, its #75 holding.
W Advisors LLC first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.