A4 Wealth Advisors
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A4 Wealth Advisors’s Eli Lilly LLY Stock Holding History

A4 Wealth 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 		$334K Buy
289
+12
+4% +$14.2K 0.22% 56
2026
Q2 		$332K Sell
277
-125
-31% -$128K 0.22% 65
2026
Q1 		$370K Buy
+402
New +$408K 0.3% 57

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

A4 Wealth Advisors's LLY Position: Q3 2026 in Review

A4 Wealth Advisors increased its Eli Lilly (LLY) stake by 4.3% in Q3 2026, buying an estimated $14.2K and bringing the position to 289 shares worth $334K. The position accounts for 0.22% of the portfolio, ranked #56.

A4 Wealth Advisors first reported a position in LLY in Q1 2026 and has held it in 3 quarters since. The position peaked at $370K in Q1 2026. 3,117 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • A4 Wealth Advisors held 289 shares of Eli Lilly worth $334K as of Q3 2026.
  • A4 Wealth Advisors bought 12 Eli Lilly shares in Q3 2026, an estimated $14.2K.
  • Eli Lilly made up 0.22% of A4 Wealth Advisors's portfolio in Q3 2026, its #56 holding.
  • A4 Wealth Advisors first reported a position in Eli Lilly in Q1 2026 and has held it in 3 quarters since.
  • A4 Wealth Advisors's Eli Lilly position peaked at $370K in Q1 2026.
  • 3,117 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.