AA Financial Advisors’s Eli Lilly LLY Stock Holding History

AA Financial 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	$5.35M	Sell	4,628 -58	-1%	-$68.4K	0.64%	42
2026 Q2	$5.62M	Buy	4,686 +39	+0.8%	+$39.8K	0.68%	46
2026 Q1	$4.27M	Buy	4,647 +100	+2%	+$101K	0.6%	48
2025 Q4	$4.89M	Buy	4,547 +495	+12%	+$473K	0.9%	35
2025 Q3	$3.09M	Buy	4,052 +625	+18%	+$465K	0.61%	42
2025 Q2	$2.67M	Sell	3,427 -1,243	-27%	-$966K	0.58%	41
2025 Q1	$3.86M	Buy	4,670 +199	+4%	+$166K	0.94%	33
2024 Q4	$3.45M	Sell	4,471 -136	-3%	-$113K	0.92%	36
2024 Q3	$4.08M	Buy	4,607 +318	+7%	+$286K	1.18%	29
2024 Q2	$3.88M	Sell	4,289 -224	-5%	-$179K	1.37%	26
2024 Q1	$3.51M	Buy	4,513 +3,879	+612%	+$2.76M	1.42%	22
2023 Q4	$370K	Buy	+634	New	+$370K	0.25%	44

Other funds holding LLY

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

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AA Financial Advisors's LLY Position: Q3 2026 in Review

AA Financial Advisors reduced its Eli Lilly (LLY) stake by 1.2% in Q3 2026, selling an estimated $68.4K and leaving 4,628 shares worth $5.35M. The position accounts for 0.64% of the portfolio, ranked #42.

AA Financial Advisors first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.62M in Q2 2026. 2,688 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

AA Financial Advisors held 4,628 shares of Eli Lilly worth $5.35M as of Q3 2026.
AA Financial Advisors sold 58 Eli Lilly shares in Q3 2026, an estimated $68.4K.
Eli Lilly made up 0.64% of AA Financial Advisors's portfolio in Q3 2026, its #42 holding.
AA Financial Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
AA Financial Advisors's Eli Lilly position peaked at $5.62M in Q2 2026.
2,688 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.