Wealth Advisors of Iowa’s Eli Lilly LLY Stock Holding History

Wealth Advisors of Iowa’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	$951K	Buy	1,034 +10	+1%	+$10.1K	0.29%	38
2025 Q4	$1.1M	Hold	1,024	–	–	0.36%	38
2025 Q3	$781K	Sell	1,024 -14	-1%	-$10.4K	0.27%	42
2025 Q2	$809K	Hold	1,038	–	–	0.3%	38
2025 Q1	$857K	Buy	1,038 +139	+15%	+$116K	0.37%	35
2024 Q4	$694K	Sell	899 -113	-11%	-$93.6K	0.35%	31
2024 Q3	$897K	Buy	1,012 +58	+6%	+$52.1K	0.46%	28
2024 Q2	$864K	Buy	954 +55	+6%	+$44K	0.48%	15
2024 Q1	$700K	Buy	899 +1	+0.1%	+$712	0.43%	25
2023 Q4	$524K	Buy	898 +18	+2%	+$10.5K	0.35%	28
2023 Q3	$473K	Buy	880 +1	+0.1%	+$515	0.33%	28
2023 Q2	$412K	Buy	879 +1	+0.1%	+$419	0.3%	31
2023 Q1	$302K	Buy	878 +2	+0.2%	+$675	0.24%	43
2022 Q4	$321K	Buy	876 +1	+0.1%	+$355	0.26%	44
2022 Q3	$283K	Buy	+875	New	+$277K	0.26%	39

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

Wealth Advisors of Iowa's LLY Position: Q1 2026 in Review

Wealth Advisors of Iowa increased its Eli Lilly (LLY) stake by 0.98% in Q1 2026, buying an estimated $10.1K and bringing the position to 1,034 shares worth $951K. The position accounts for 0.29% of the portfolio, ranked #38.

Wealth Advisors of Iowa first reported a position in LLY in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Wealth Advisors of Iowa held 1,034 shares of Eli Lilly worth $951K as of Q1 2026.
Wealth Advisors of Iowa bought 10 Eli Lilly shares in Q1 2026, an estimated $10.1K.
Eli Lilly made up 0.29% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #38 holding.
Wealth Advisors of Iowa first reported a position in Eli Lilly in Q3 2022 and has held it in 15 quarters since.
Wealth Advisors of Iowa's Eli Lilly position peaked at $1.1M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.