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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
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 $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return