B.A. Schrock Wealth Management, Inc.’s Eli Lilly LLY Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$3.19M	Buy	+2,772	New	+$3.27M	1.16%	30

Other funds holding LLY

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

PCA

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

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s LLY Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Eli Lilly (LLY) in Q3 2026: 2,772 shares worth $3.19M. The stake represents 1.16% of the portfolio and ranks #30 among its holdings.

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

B.A. Schrock Wealth Management, Inc. held 2,772 shares of Eli Lilly worth $3.19M as of Q3 2026.
Eli Lilly was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Eli Lilly made up 1.16% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #30 holding.
687 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.