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Worth Financial Advisory Group’s Eli Lilly LLY Stock Holding History

Worth Financial Advisory 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 		– Sell
-1,369
Closed -$1.47M – 125
2025
Q4 		$1.47M Buy
1,369
+27
+2% +$25.8K 0.71% 31
2025
Q3 		$1.02M Buy
1,342
+54
+4% +$40.2K 0.57% 37
2025
Q2 		$1M Buy
1,288
+67
+5% +$52.1K 0.62% 37
2025
Q1 		$1.01M Buy
1,221
+918
+303% +$764K 0.64% 37
2024
Q4 		$234K Sell
303
-407
-57% -$337K 0.14% 140
2024
Q3 		$629K Buy
+710
New +$638K 0.37% 67

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Worth Financial Advisory Group's LLY Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 1,369 shares — an estimated $1.47M sold.

Worth Financial Advisory Group first reported a position in LLY in Q3 2024 and held it in 6 quarters. The position peaked at $1.47M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 1,369 Eli Lilly shares in Q1 2026, an estimated $1.47M.
  • Worth Financial Advisory Group first reported a position in Eli Lilly in Q3 2024 and held it in 6 quarters.
  • Worth Financial Advisory Group's Eli Lilly position peaked at $1.47M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.