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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
Q2 		– Sell
-50
Closed -$46.4K – 550
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 $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 Preservation Advisors's LLY Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Eli Lilly (LLY) in Q2 2026, closing a stake of 50 shares — an estimated $46.4K sold.

Wealth Preservation Advisors first reported a position in LLY in Q1 2025 and held it in 5 quarters. The position peaked at $48.7K in Q4 2025. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Eli Lilly position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 50 Eli Lilly shares in Q2 2026, an estimated $46.4K.
  • Wealth Preservation Advisors first reported a position in Eli Lilly in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Eli Lilly position peaked at $48.7K in Q4 2025.
  • 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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