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Wealth Advisory Solutions’s Eli Lilly LLY Stock Holding History

Wealth Advisory Solutions’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 		$19.4M Sell
16,214
-174
-1% -$178K 3.99% 6
2026
Q1 		$15.1M Sell
16,388
-5,576
-25% -$5.65M 3.36% 6
2025
Q4 		$23.6M Sell
21,964
-172
-0.8% -$164K 5.5% 4
2025
Q3 		$16.9M Buy
22,136
+2,920
+15% +$2.17M 4.09% 4
2025
Q2 		$15M Buy
19,216
+45
+0.2% +$35K 3.79% 4
2025
Q1 		$15.8M Buy
19,171
+2,924
+18% +$2.43M 4.19% 5
2024
Q4 		$12.5M Buy
16,247
+355
+2% +$294K 3.51% 6
2024
Q3 		$14.1M Sell
15,892
-494
-3% -$444K 3.88% 6
2024
Q2 		$14.8M Sell
16,386
-1,600
-9% -$1.28M 4.02% 6
2024
Q1 		$14M Sell
17,986
-35
-0.2% -$24.9K 3.62% 6
2023
Q4 		$10.5M Buy
18,021
+300
+2% +$175K 3.67% 5
2023
Q3 		$9.52M Sell
17,721
-3,423
-16% -$1.76M 1.86% 12
2023
Q2 		$9.92M Sell
21,144
-1,018
-5% -$427K 2.64% 7
2023
Q1 		$7.61M Sell
22,162
-4,386
-17% -$1.48M 2.02% 13
2022
Q4 		$9.71M Sell
26,548
-1,987
-7% -$705K 2.61% 10
2022
Q3 		$9.23M Sell
28,535
-988
-3% -$313K 2.55% 7
2022
Q2 		$9.57M Buy
29,523
+1,584
+6% +$475K 2.36% 8
2022
Q1 		$8M Buy
+27,939
New +$7.19M 1.66% 16
2021
Q3 		$6.94M Sell
30,050
-239
-0.8% -$59K 1.54% 13
2021
Q2 		$6.95M Buy
30,289
+504
+2% +$101K 1.65% 12
2021
Q1 		$6M Sell
29,785
-32,899
-52% -$6.44M 1.25% 17
2020
Q4 		$10.5M Buy
62,684
+264
+0.4% +$39.4K 2.85% 4
2020
Q3 		$9.24M Buy
62,420
+23,695
+61% +$3.67M 2.45% 5
2020
Q2 		$6.36M Sell
38,725
-247
-0.6% -$37.9K 1.77% 10
2020
Q1 		$5.41M Sell
38,972
-7,653
-16% -$1.05M 1.84% 10
2019
Q4 		$6.13M Buy
+46,625
New +$5.4M 1.61% 12

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

Wealth Advisory Solutions's LLY Position: Q2 2026 in Review

Wealth Advisory Solutions reduced its Eli Lilly (LLY) stake by 1.1% in Q2 2026, selling an estimated $178K and leaving 16,214 shares worth $19.4M. The position accounts for 3.99% of the portfolio, ranked #6.

Wealth Advisory Solutions first reported a position in LLY in Q4 2019 and has held it in 26 quarters since. The position peaked at $23.6M in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wealth Advisory Solutions held 16,214 shares of Eli Lilly worth $19.4M as of Q2 2026.
  • Wealth Advisory Solutions sold 174 Eli Lilly shares in Q2 2026, an estimated $178K.
  • Eli Lilly made up 3.99% of Wealth Advisory Solutions's portfolio in Q2 2026, its #6 holding.
  • Wealth Advisory Solutions first reported a position in Eli Lilly in Q4 2019 and has held it in 26 quarters since.
  • Wealth Advisory Solutions's Eli Lilly position peaked at $23.6M in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.