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Wiser Advisor Group’s Eli Lilly LLY Stock Holding History

Wiser Advisor 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 		$5.13M Sell
4,279
-2
-0% -$2.04K 5.62% 3
2026
Q1 		$3.94M Sell
4,281
-52
-1% -$52.7K 4.76% 4
2025
Q4 		$4.66M Sell
4,333
-71
-2% -$67.9K 5.33% 4
2025
Q3 		$3.36M Buy
4,404
+105
+2% +$78.1K 4.18% 4
2025
Q2 		$3.35M Buy
4,299
+77
+2% +$59.8K 5.82% 3
2025
Q1 		$3.49M Buy
4,222
+1,710
+68% +$1.42M 5.15% 3
2024
Q4 		$1.94M Buy
2,512
+903
+56% +$748K 2.82% 12
2024
Q3 		$1.43M Buy
1,609
+128
+9% +$115K 2.13% 17
2024
Q2 		$1.34M Buy
1,481
+34
+2% +$27.2K 2.11% 16
2024
Q1 		$1.13M Buy
1,447
+1,413
+4,156% +$1.01M 1.77% 21
2023
Q4 		$19.8K Buy
+34
New +$19.8K 0.03% 150

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

Wiser Advisor Group's LLY Position: Q2 2026 in Review

Wiser Advisor Group reduced its Eli Lilly (LLY) stake by 0.05% in Q2 2026, selling an estimated $2.04K and leaving 4,279 shares worth $5.13M. The position accounts for 5.62% of the portfolio, ranked #3.

Wiser Advisor Group first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,623 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wiser Advisor Group held 4,279 shares of Eli Lilly worth $5.13M as of Q2 2026.
  • Wiser Advisor Group sold 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
  • Eli Lilly made up 5.62% of Wiser Advisor Group's portfolio in Q2 2026, its #3 holding.
  • Wiser Advisor Group first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,623 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.