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Wealth Preservation Advisors’s Eli Lilly LLY Stock Holding History

Wealth Preservation 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
Q1 		$46.4K Buy
50
+5
+11% +$5.07K 0.04% 175
2025
Q4 		$48.7K Hold
45
– – 0.02% 203
2025
Q3 		$34.6K Buy
45
+5
+13% +$3.72K 0.02% 207
2025
Q2 		$31.4K Buy
40
+7
+21% +$5.44K 0.02% 217
2025
Q1 		$27.4K Buy
+33
New +$27.5K 0.02% 229

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealth Preservation Advisors's LLY Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Eli Lilly (LLY) stake by 11% in Q1 2026, buying an estimated $5.07K and bringing the position to 50 shares worth $46.4K. The position accounts for 0.04% of the portfolio, ranked #175.

Wealth Preservation Advisors first reported a position in LLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $48.7K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Wealth Preservation Advisors held 50 shares of Eli Lilly worth $46.4K as of Q1 2026.
  • Wealth Preservation Advisors bought 5 Eli Lilly shares in Q1 2026, an estimated $5.07K.
  • Eli Lilly made up 0.04% of Wealth Preservation Advisors's portfolio in Q1 2026, its #175 holding.
  • Wealth Preservation Advisors first reported a position in Eli Lilly in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Eli Lilly position peaked at $48.7K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.