4Wealth Advisors’s Eli Lilly LLY Stock Holding History

4Wealth 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 Q3	$450K	Sell	380 -289	-43%	-$341K	0.31%	76
2026 Q2	$823K	Sell	669 -2	-0.3%	-$2.04K	0.63%	50
2026 Q1	$595K	Buy	671 +2	+0.3%	+$2.03K	0.51%	67
2025 Q4	$719K	Sell	669 -10	-1%	-$9.6K	0.61%	53
2025 Q3	$518K	Buy	679 +25	+4%	+$18.6K	0.46%	73
2025 Q2	$510K	Buy	654 +5	+0.8%	+$3.88K	0.52%	66
2025 Q1	$536K	Sell	649 -49	-7%	-$40.8K	0.58%	60
2024 Q4	$539K	Buy	+698	New	+$578K	0.54%	58

Other funds holding LLY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

4Wealth Advisors's LLY Position: Q3 2026 in Review

4Wealth Advisors reduced its Eli Lilly (LLY) stake by 43% in Q3 2026, selling an estimated $341K and leaving 380 shares worth $450K. The position accounts for 0.31% of the portfolio, ranked #76.

4Wealth Advisors first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $823K in Q2 2026. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

4Wealth Advisors held 380 shares of Eli Lilly worth $450K as of Q3 2026.
4Wealth Advisors sold 289 Eli Lilly shares in Q3 2026, an estimated $341K.
Eli Lilly made up 0.31% of 4Wealth Advisors's portfolio in Q3 2026, its #76 holding.
4Wealth Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's Eli Lilly position peaked at $823K in Q2 2026.
2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.