Wallace Advisory Group’s Eli Lilly LLY Stock Holding History

Wallace Advisory Group’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	$527K	Sell	573 -272	-32%	-$276K	0.56%	39
2025 Q4	$908K	Sell	845 -451	-35%	-$431K	0.95%	26
2025 Q3	$1.01M	Sell	1,296 -308	-19%	-$229K	0.81%	28
2025 Q2	$1.32M	Buy	1,604 +503	+46%	+$391K	0.96%	26
2025 Q1	$850K	Buy	1,101 +738	+203%	+$614K	0.59%	43
2024 Q4	$322K	Buy	363 +15	+4%	+$12.4K	0.22%	130
2024 Q3	$315K	Sell	348 -7	-2%	-$6.29K	0.23%	115
2024 Q2	$321K	Buy	+355	New	+$284K	0.23%	114

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Wallace Advisory Group's LLY Position: Q1 2026 in Review

Wallace Advisory Group reduced its Eli Lilly (LLY) stake by 32% in Q1 2026, selling an estimated $276K and leaving 573 shares worth $527K. The position accounts for 0.56% of the portfolio, ranked #39.

Wallace Advisory Group first reported a position in LLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.32M in Q2 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Wallace Advisory Group held 573 shares of Eli Lilly worth $527K as of Q1 2026.
Wallace Advisory Group sold 272 Eli Lilly shares in Q1 2026, an estimated $276K.
Eli Lilly made up 0.56% of Wallace Advisory Group's portfolio in Q1 2026, its #39 holding.
Wallace Advisory Group first reported a position in Eli Lilly in Q2 2024 and has held it in 8 quarters since.
Wallace Advisory Group's Eli Lilly position peaked at $1.32M in Q2 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.