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

Able 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 		$466K Sell
408
-74
-15% -$87.3K 0.1% 87
2026
Q2 		$569K Buy
482
+169
+54% +$173K 0.13% 76
2026
Q1 		$255K Buy
313
+57
+22% +$57.8K 0.07% 105
2025
Q4 		$236K Buy
+256
New +$245K 0.07% 100
2024
Q1 		– Sell
-129
Closed -$75.5K – 360
2023
Q4 		$75.5K Buy
+129
New +$75.3K 0.07% 110

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

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

Able Wealth Management reduced its Eli Lilly (LLY) stake by 15% in Q3 2026, selling an estimated $87.3K and leaving 408 shares worth $466K. The position accounts for 0.1% of the portfolio, ranked #87.

Able Wealth Management first reported a position in LLY in Q4 2023 and has held it in 5 quarters since. The position peaked at $569K in Q2 2026. 1,645 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Able Wealth Management held 408 shares of Eli Lilly worth $466K as of Q3 2026.
  • Able Wealth Management sold 74 Eli Lilly shares in Q3 2026, an estimated $87.3K.
  • Eli Lilly made up 0.1% of Able Wealth Management's portfolio in Q3 2026, its #87 holding.
  • Able Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 5 quarters since.
  • Able Wealth Management's Eli Lilly position peaked at $569K in Q2 2026.
  • 1,645 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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