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WCG Wealth Advisors’s Eli Lilly LLY Stock Holding History

WCG Wealth Advisors’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 		$12.5M Buy
+10,452
New +$10.7M 0.3% 87
2022
Q4 		– Sell
-193
Closed -$1.68M – 226
2022
Q3 		$1.68M Sell
193
-5,036
-96% -$1.6M 0.22% 90
2022
Q2 		$1.7M Buy
+5,229
New +$1.57M 0.24% 80

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 $3.38T AUM 44.17% 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

WCG Wealth Advisors's LLY Position: Q2 2026 in Review

WCG Wealth Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 10,452 shares worth $12.5M. The stake represents 0.3% of the portfolio and ranks #87 among its holdings. This is a return to the name: WCG Wealth Advisors previously reported a position in LLY as recently as Q3 2022.

WCG Wealth Advisors first reported a position in LLY in Q2 2022 and has held it in 3 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • WCG Wealth Advisors held 10,452 shares of Eli Lilly worth $12.5M as of Q2 2026.
  • Eli Lilly was a new WCG Wealth Advisors position in Q2 2026.
  • Eli Lilly made up 0.3% of WCG Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • WCG Wealth Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 3 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.