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Westco Advisory Services’s Eli Lilly LLY Stock Holding History

Westco Advisory Services’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 		$2.21M Sell
1,841
-129
-7% -$132K 1.33% 14
2026
Q1 		$1.81M Sell
1,970
-96
-5% -$97.3K 1.17% 18
2025
Q4 		$2.22M Buy
+2,066
New +$1.98M 1.36% 16

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

Westco Advisory Services's LLY Position: Q2 2026 in Review

Westco Advisory Services reduced its Eli Lilly (LLY) stake by 6.5% in Q2 2026, selling an estimated $132K and leaving 1,841 shares worth $2.21M. The position accounts for 1.33% of the portfolio, ranked #14.

Westco Advisory Services first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.22M in Q4 2025. 4,594 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Westco Advisory Services held 1,841 shares of Eli Lilly worth $2.21M as of Q2 2026.
  • Westco Advisory Services sold 129 Eli Lilly shares in Q2 2026, an estimated $132K.
  • Eli Lilly made up 1.33% of Westco Advisory Services's portfolio in Q2 2026, its #14 holding.
  • Westco Advisory Services first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • Westco Advisory Services's Eli Lilly position peaked at $2.22M in Q4 2025.
  • 4,594 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.