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 Q3	$619K	Buy	535 +2	+0.4%	+$2.36K	0.27%	75
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%	+$2.14K	0.29%	68
2023 Q4	$314K	Sell	539 -4	-0.7%	-$2.34K	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 $104B AUM 51.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

W Advisors LLC's LLY Position: Q3 2026 in Review

W Advisors LLC increased its Eli Lilly (LLY) stake by 0.38% in Q3 2026, buying an estimated $2.36K and bringing the position to 535 shares worth $619K. The position accounts for 0.27% of the portfolio, ranked #75.

W Advisors LLC first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $639K in Q2 2026. 3,679 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

W Advisors LLC held 535 shares of Eli Lilly worth $619K as of Q3 2026.
W Advisors LLC bought 2 Eli Lilly shares in Q3 2026, an estimated $2.36K.
Eli Lilly made up 0.27% of W Advisors LLC's portfolio in Q3 2026, its #75 holding.
W Advisors LLC first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
W Advisors LLC's Eli Lilly position peaked at $639K in Q2 2026.
3,679 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.