AAF Wealth Management
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AAF Wealth Management’s Eli Lilly LLY Stock Holding History

AAF Wealth Management’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 		$208K Buy
+180
New +$212K 0.08% 58
2024
Q2 		– Sell
-347
Closed -$270K – 47
2024
Q1 		$270K Hold
347
– – 0.15% 36
2023
Q4 		$202K Buy
+347
New +$203K 0.12% 48

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

AAF Wealth Management's LLY Position: Q3 2026 in Review

AAF Wealth Management opened a new position in Eli Lilly (LLY) in Q3 2026: 180 shares worth $208K. The stake represents 0.08% of the portfolio and ranks #58 among its holdings. This is a return to the name: AAF Wealth Management previously reported a position in LLY as recently as Q1 2024.

AAF Wealth Management first reported a position in LLY in Q4 2023 and has held it in 3 quarters since. The position peaked at $270K in Q1 2024. 3,033 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • AAF Wealth Management held 180 shares of Eli Lilly worth $208K as of Q3 2026.
  • Eli Lilly was a new AAF Wealth Management position in Q3 2026.
  • Eli Lilly made up 0.08% of AAF Wealth Management's portfolio in Q3 2026, its #58 holding.
  • AAF Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 3 quarters since.
  • AAF Wealth Management's Eli Lilly position peaked at $270K in Q1 2024.
  • 3,033 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.