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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

W Advisors LLC's LLY Position: Q1 2026 in Review

W Advisors LLC reduced its Eli Lilly (LLY) stake by 1.8% in Q1 2026, selling an estimated $10.1K and leaving 533 shares worth $490K. The position accounts for 0.25% of the portfolio, ranked #79.

W Advisors LLC first reported a position in LLY in Q4 2022 and has held it in 13 quarters since. The position peaked at $584K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

W Advisors LLC held 533 shares of Eli Lilly worth $490K as of Q1 2026.
W Advisors LLC sold 10 Eli Lilly shares in Q1 2026, an estimated $10.1K.
Eli Lilly made up 0.25% of W Advisors LLC's portfolio in Q1 2026, its #79 holding.
W Advisors LLC first reported a position in Eli Lilly in Q4 2022 and has held it in 13 quarters since.
W Advisors LLC's Eli Lilly position peaked at $584K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.