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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
Q2 		$380K Sell
317
-256
-45% -$262K 0.36% 75
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
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

Wallace Advisory Group's LLY Position: Q2 2026 in Review

Wallace Advisory Group reduced its Eli Lilly (LLY) stake by 45% in Q2 2026, selling an estimated $262K and leaving 317 shares worth $380K. The position accounts for 0.36% of the portfolio, ranked #75.

Wallace Advisory Group first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.32M in Q2 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wallace Advisory Group held 317 shares of Eli Lilly worth $380K as of Q2 2026.
  • Wallace Advisory Group sold 256 Eli Lilly shares in Q2 2026, an estimated $262K.
  • Eli Lilly made up 0.36% of Wallace Advisory Group's portfolio in Q2 2026, its #75 holding.
  • Wallace Advisory Group first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
  • Wallace Advisory Group's Eli Lilly position peaked at $1.32M in Q2 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.