STACKSTONE WEALTH, LLC’s Eli Lilly LLY Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$5.92M	Buy	+5,112	New	+$6.03M	0.58%	44

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

STACKSTONE WEALTH, LLC's LLY Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Eli Lilly (LLY) in Q3 2026: 5,112 shares worth $5.92M. The stake represents 0.58% of the portfolio and ranks #44 among its holdings.

983 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

STACKSTONE WEALTH, LLC held 5,112 shares of Eli Lilly worth $5.92M as of Q3 2026.
Eli Lilly was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Eli Lilly made up 0.58% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #44 holding.
983 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.