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 Q2	$1.83M	Buy	+1,524	New	+$1.56M	0.76%	32
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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Worth Financial Advisory Group's LLY Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Eli Lilly (LLY) in Q2 2026: 1,524 shares worth $1.83M. The stake represents 0.76% of the portfolio and ranks #32 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in LLY as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Worth Financial Advisory Group held 1,524 shares of Eli Lilly worth $1.83M as of Q2 2026.
Eli Lilly was a new Worth Financial Advisory Group position in Q2 2026.
Eli Lilly made up 0.76% of Worth Financial Advisory Group's portfolio in Q2 2026, its #32 holding.
Worth Financial Advisory Group first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.