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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
Q2 		$11.3M Buy
9,460
+54
+0.6% +$55.2K 0.88% 25
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
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

Wescott Financial Advisory Group's LLY Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Eli Lilly (LLY) stake by 0.57% in Q2 2026, buying an estimated $55.2K and bringing the position to 9,460 shares worth $11.3M. The position accounts for 0.88% of the portfolio, ranked #25.

Wescott Financial Advisory Group first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 4,631 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wescott Financial Advisory Group held 9,460 shares of Eli Lilly worth $11.3M as of Q2 2026.
  • Wescott Financial Advisory Group bought 54 Eli Lilly shares in Q2 2026, an estimated $55.2K.
  • Eli Lilly made up 0.88% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #25 holding.
  • Wescott Financial Advisory Group first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • 4,631 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.