Wealth Alliance Advisory Group
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Wealth Alliance Advisory Group’s Eli Lilly LLY Stock Holding History

Wealth Alliance 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
Q3 		$7.46M Buy
6,445
+160
+3% +$189K 1.05% 25
2026
Q2 		$7.54M Buy
6,285
+342
+6% +$349K 1.09% 21
2026
Q1 		$5.47M Sell
5,943
-163
-3% -$165K 0.87% 27
2025
Q4 		$6.56M Buy
6,106
+964
+19% +$922K 1.12% 22
2025
Q3 		$3.92M Buy
5,142
+281
+6% +$209K 0.71% 32
2025
Q2 		$3.79M Buy
4,861
+211
+5% +$164K 0.72% 32
2025
Q1 		$3.84M Buy
4,650
+68
+1% +$56.6K 0.8% 27
2024
Q4 		$3.54M Buy
4,582
+55
+1% +$45.5K 0.75% 28
2024
Q3 		$4.01M Buy
4,527
+147
+3% +$132K 0.84% 24
2024
Q2 		$3.97M Buy
4,380
+178
+4% +$142K 0.89% 23
2024
Q1 		$3.27M Buy
4,202
+496
+13% +$353K 0.76% 24
2023
Q4 		$2.16M Buy
3,706
+461
+14% +$269K 0.56% 35
2023
Q3 		$1.74M Buy
3,245
+20
+0.6% +$10.3K 0.52% 36
2023
Q2 		$1.51M Buy
3,225
+1,347
+72% +$565K 0.53% 35
2023
Q1 		$645K Buy
1,878
+100
+6% +$33.7K 0.24% 69
2022
Q4 		$650K Buy
1,778
+100
+6% +$35.5K 0.25% 64
2022
Q3 		$543K Hold
1,678
– – 0.24% 66
2022
Q2 		$544K Buy
1,678
+3
+0.2% +$901 0.26% 67
2022
Q1 		$480K Buy
1,675
+71
+4% +$18.3K 0.21% 79
2021
Q4 		$443K Hold
1,604
– – 0.19% 88
2021
Q3 		$371K Hold
1,604
– – 0.18% 89
2021
Q2 		$368K Hold
1,604
– – 0.18% 95
2021
Q1 		$300K Hold
1,604
– – 0.15% 105
2020
Q4 		$271K Hold
1,604
– – 0.15% 115
2020
Q3 		$237K Hold
1,604
– – 0.14% 105
2020
Q2 		$263K Hold
1,604
– – 0.16% 89
2020
Q1 		$223K Hold
1,604
– – 0.17% 95
2019
Q4 		$211K Buy
+1,604
New +$186K 0.12% 124

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealth Alliance Advisory Group's LLY Position: Q3 2026 in Review

Wealth Alliance Advisory Group increased its Eli Lilly (LLY) stake by 2.5% in Q3 2026, buying an estimated $189K and bringing the position to 6,445 shares worth $7.46M. The position accounts for 1.05% of the portfolio, ranked #25.

Wealth Alliance Advisory Group first reported a position in LLY in Q4 2019 and has held it in 28 quarters since. The position peaked at $7.54M in Q2 2026. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Wealth Alliance Advisory Group held 6,445 shares of Eli Lilly worth $7.46M as of Q3 2026.
  • Wealth Alliance Advisory Group bought 160 Eli Lilly shares in Q3 2026, an estimated $189K.
  • Eli Lilly made up 1.05% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #25 holding.
  • Wealth Alliance Advisory Group first reported a position in Eli Lilly in Q4 2019 and has held it in 28 quarters since.
  • Wealth Alliance Advisory Group's Eli Lilly position peaked at $7.54M in Q2 2026.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.