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World Investment Advisors’s Eli Lilly LLY Stock Holding History

World Investment 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 		$24.5M Sell
25,879
-1,255
-5% -$1.28M 0.41% 49
2026
Q1 		$25M Buy
27,134
+2,936
+12% +$2.98M 0.4% 49
2025
Q4 		$26M Buy
24,198
+3,552
+17% +$3.4M 0.42% 45
2025
Q3 		$15.8M Sell
20,646
-41
-0.2% -$30.5K 0.32% 56
2025
Q2 		$16.1M Buy
20,687
+2,931
+17% +$2.28M 0.37% 50
2025
Q1 		$14.7M Buy
17,756
+1,182
+7% +$984K 0.38% 51
2024
Q4 		$12.8M Buy
16,574
+2,145
+15% +$1.78M 0.35% 56
2024
Q3 		$12.8M Buy
14,429
+1,352
+10% +$1.22M 0.4% 55
2024
Q2 		$11.8M Buy
+13,077
New +$10.5M 0.74% 27
2024
Q1 		– Sell
-702
Closed -$409K – 438
2023
Q4 		$409K Buy
702
+118
+20% +$68.9K 0.05% 255
2023
Q3 		$314K Sell
584
-28
-5% -$14.4K 0.06% 195
2023
Q2 		$287K Buy
612
+3
+0.5% +$1.26K 0.06% 203
2023
Q1 		$209K Buy
609
+13
+2% +$4.38K 0.04% 224
2022
Q4 		$218K Buy
+596
New +$211K 0.05% 215
2022
Q2 		– Sell
-1,016
Closed -$291K – 276
2022
Q1 		$291K Buy
1,016
+87
+9% +$22.4K 0.06% 206
2021
Q4 		$223K Sell
929
-281
-23% -$71.2K 0.05% 243
2021
Q3 		$279K Buy
1,210
+24
+2% +$5.92K 0.06% 194
2021
Q2 		$272K Hold
1,186
– – 0.06% 200
2021
Q1 		$232K Buy
1,186
+1
+0.1% +$196 0.06% 203
2020
Q4 		$247K Buy
+1,185
New +$177K 0.06% 192
2019
Q2 		– Sell
-1,602
Closed -$208K – 154
2019
Q1 		$208K Buy
+1,602
New +$195K 0.09% 113

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

World Investment Advisors's LLY Position: Q2 2026 in Review

World Investment Advisors reduced its Eli Lilly (LLY) stake by 4.6% in Q2 2026, selling an estimated $1.28M and leaving 25,879 shares worth $24.5M. The position accounts for 0.41% of the portfolio, ranked #49.

World Investment Advisors first reported a position in LLY in Q1 2019 and has held it in 21 quarters since. The position peaked at $26M in Q4 2025. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • World Investment Advisors held 25,879 shares of Eli Lilly worth $24.5M as of Q2 2026.
  • World Investment Advisors sold 1,255 Eli Lilly shares in Q2 2026, an estimated $1.28M.
  • Eli Lilly made up 0.41% of World Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • World Investment Advisors first reported a position in Eli Lilly in Q1 2019 and has held it in 21 quarters since.
  • World Investment Advisors's Eli Lilly position peaked at $26M in Q4 2025.
  • 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.