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

Accel 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 		$1.4M Sell
1,207
-39
-3% -$46K 0.3% 74
2026
Q2 		$1.5M Buy
1,246
+201
+19% +$205K 0.34% 71
2026
Q1 		$962K Buy
1,045
+8
+0.8% +$8.11K 0.25% 98
2025
Q4 		$1.11M Buy
1,037
+91
+10% +$87K 0.3% 81
2025
Q3 		$722K Sell
946
-25
-3% -$18.6K 0.21% 112
2025
Q2 		$757K Sell
971
-15
-2% -$11.7K 0.25% 93
2025
Q1 		$815K Sell
986
-72
-7% -$59.9K 0.29% 82
2024
Q4 		$817K Buy
1,058
+45
+4% +$37.3K 0.31% 80
2024
Q3 		$898K Sell
1,013
-3
-0.3% -$2.7K 0.33% 75
2024
Q2 		$920K Buy
1,016
+76
+8% +$60.8K 0.37% 71
2024
Q1 		$731K Buy
940
+56
+6% +$39.9K 0.31% 80
2023
Q4 		$515K Buy
884
+60
+7% +$35K 0.26% 99
2023
Q3 		$443K Buy
824
+146
+22% +$75.2K 0.25% 97
2023
Q2 		$318K Buy
678
+485
+251% +$203K 0.18% 118
2023
Q1 		$66.3K Buy
193
+6
+3% +$2.02K 0.03% 417
2022
Q4 		$68.4K Buy
187
+57
+44% +$20.2K 0.03% 309
2022
Q3 		$43K Hold
130
– – 0.02% 402
2022
Q2 		$43K Sell
130
-193
-60% -$57.9K 0.02% 380
2022
Q1 		$95K Buy
323
+2
+0.6% +$515 0.05% 263
2021
Q4 		$89K Hold
321
– – 0.04% 278
2021
Q3 		$74K Buy
321
+100
+45% +$24.7K 0.05% 267
2021
Q2 		$51K Hold
221
– – 0.03% 334
2021
Q1 		$41K Hold
221
– – 0.03% 349
2020
Q4 		$37K Buy
+221
New +$33K 0.03% 355

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

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

Accel Wealth Management reduced its Eli Lilly (LLY) stake by 3.1% in Q3 2026, selling an estimated $46K and leaving 1,207 shares worth $1.4M. The position accounts for 0.3% of the portfolio, ranked #74.

Accel Wealth Management first reported a position in LLY in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.5M in Q2 2026. 1,820 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Accel Wealth Management held 1,207 shares of Eli Lilly worth $1.4M as of Q3 2026.
  • Accel Wealth Management sold 39 Eli Lilly shares in Q3 2026, an estimated $46K.
  • Eli Lilly made up 0.3% of Accel Wealth Management's portfolio in Q3 2026, its #74 holding.
  • Accel Wealth Management first reported a position in Eli Lilly in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's Eli Lilly position peaked at $1.5M in Q2 2026.
  • 1,820 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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