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

Activest 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 		$3.06M Buy
2,647
+74
+3% +$87.3K 0.57% 26
2026
Q2 		$3.09M Sell
2,573
-66
-3% -$67.4K 0.6% 23
2026
Q1 		$2.43M Buy
2,639
+2,043
+343% +$2.07M 0.43% 31
2025
Q4 		$640K Buy
596
+103
+21% +$98.5K 0.12% 78
2025
Q3 		$376K Buy
493
+301
+157% +$224K 0.08% 90
2025
Q2 		$150K Sell
192
-38
-17% -$29.5K 0.04% 110
2025
Q1 		$190K Buy
230
+116
+102% +$96.5K 0.05% 100
2024
Q4 		$87.9K Sell
114
-2
-2% -$1.66K 0.02% 132
2024
Q3 		$103K Buy
116
+66
+132% +$59.3K 0.03% 119
2024
Q2 		$45.3K Hold
50
– – 0.01% 179
2024
Q1 		$38.9K Buy
+50
New +$35.6K 0.02% 131
2023
Q3 		– Sell
-88
Closed -$45.3K – 368
2023
Q2 		$39.9K Buy
+88
New +$36.9K 0.03% 97

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Activest Wealth Management increased its Eli Lilly (LLY) stake by 2.9% in Q3 2026, buying an estimated $87.3K and bringing the position to 2,647 shares worth $3.06M. The position accounts for 0.57% of the portfolio, ranked #26.

Activest Wealth Management first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.09M in Q2 2026. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Activest Wealth Management held 2,647 shares of Eli Lilly worth $3.06M as of Q3 2026.
  • Activest Wealth Management bought 74 Eli Lilly shares in Q3 2026, an estimated $87.3K.
  • Eli Lilly made up 0.57% of Activest Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Activest Wealth Management first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
  • Activest Wealth Management's Eli Lilly position peaked at $3.09M in Q2 2026.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.