Wescott Financial Advisory Group’s Eli Lilly LLY Stock Holding History

Wescott Financial 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 Q1	$8.65M	Sell	9,406 -51	-0.5%	-$51.7K	0.76%	26
2025 Q4	$10.2M	Buy	9,457 +99	+1%	+$94.7K	0.89%	25
2025 Q3	$7.14M	Sell	9,358 -26	-0.3%	-$19.3K	0.64%	29
2025 Q2	$7.32M	Sell	9,384 -3	-0%	-$2.33K	0.7%	26
2025 Q1	$7.75M	Buy	9,387 +6	+0.1%	+$4.99K	0.8%	25
2024 Q4	$7.24M	Buy	9,381 +98	+1%	+$81.1K	0.75%	26
2024 Q3	$8.22M	Buy	9,283 +9	+0.1%	+$8.09K	0.88%	21
2024 Q2	$8.4M	Buy	9,274 +744	+9%	+$595K	0.98%	20
2024 Q1	$6.64M	Buy	8,530 +329	+4%	+$234K	0.83%	24
2023 Q4	$4.78M	Buy	8,201 +209	+3%	+$122K	0.67%	30
2023 Q3	$4.29M	Buy	7,992 +75	+0.9%	+$38.6K	0.78%	28
2023 Q2	$3.71M	Buy	+7,917	New	+$3.32M	0.66%	32

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

Wescott Financial Advisory Group's LLY Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Eli Lilly (LLY) stake by 0.54% in Q1 2026, selling an estimated $51.7K and leaving 9,406 shares worth $8.65M. The position accounts for 0.76% of the portfolio, ranked #26.

Wescott Financial Advisory Group first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.2M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Wescott Financial Advisory Group held 9,406 shares of Eli Lilly worth $8.65M as of Q1 2026.
Wescott Financial Advisory Group sold 51 Eli Lilly shares in Q1 2026, an estimated $51.7K.
Eli Lilly made up 0.76% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #26 holding.
Wescott Financial Advisory Group first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
Wescott Financial Advisory Group's Eli Lilly position peaked at $10.2M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.