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WESPAC Advisors’s Eli Lilly LLY Stock Holding History

WESPAC 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 		$1.4M Buy
1,168
+676
+137% +$691K 0.68% 34
2026
Q1 		$453K Sell
492
-40
-8% -$40.6K 0.25% 113
2025
Q4 		$572K Sell
532
-44
-8% -$42.1K 0.31% 97
2025
Q3 		$439K Hold
576
– – 0.26% 123
2025
Q2 		$449K Hold
576
– – 0.31% 114
2025
Q1 		$476K Sell
576
-198
-26% -$165K 0.39% 97
2024
Q4 		$598K Sell
774
-1,685
-69% -$1.4M 0.44% 88
2024
Q3 		$2.18M Buy
2,459
+84
+4% +$75.5K 1.61% 8
2024
Q2 		$2.15M Sell
2,375
-484
-17% -$387K 1.68% 10
2024
Q1 		$2.22M Buy
2,859
+322
+13% +$229K 1.3% 15
2023
Q4 		$1.48M Buy
2,537
+353
+16% +$206K 1.03% 23
2023
Q3 		$1.17M Buy
2,184
+397
+22% +$205K 0.88% 37
2023
Q2 		$838K Hold
1,787
– – 0.67% 52
2023
Q1 		$614K Sell
1,787
-972
-35% -$328K 0.58% 56
2022
Q4 		$1.01M Buy
2,759
+100
+4% +$35.5K 1.75% 15
2022
Q3 		$860K Buy
+2,659
New +$842K 1.16% 30
2021
Q2 		– Sell
-1,300
Closed -$243K – 131
2021
Q1 		$243K Buy
+1,300
New +$254K 0.18% 141
2019
Q2 		– Sell
-19,935
Closed -$2.59M – 132
2019
Q1 		$2.59M Buy
+19,935
New +$2.42M 1.79% 22

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

WESPAC Advisors's LLY Position: Q2 2026 in Review

WESPAC Advisors increased its Eli Lilly (LLY) stake by 137% in Q2 2026, buying an estimated $691K and bringing the position to 1,168 shares worth $1.4M. The position accounts for 0.68% of the portfolio, ranked #34.

WESPAC Advisors first reported a position in LLY in Q1 2019 and has held it in 18 quarters since. The position peaked at $2.59M in Q1 2019. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • WESPAC Advisors held 1,168 shares of Eli Lilly worth $1.4M as of Q2 2026.
  • WESPAC Advisors bought 676 Eli Lilly shares in Q2 2026, an estimated $691K.
  • Eli Lilly made up 0.68% of WESPAC Advisors's portfolio in Q2 2026, its #34 holding.
  • WESPAC Advisors first reported a position in Eli Lilly in Q1 2019 and has held it in 18 quarters since.
  • WESPAC Advisors's Eli Lilly position peaked at $2.59M in Q1 2019.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.