AdviceOne Advisory Services’s Eli Lilly LLY Stock Holding History

AdviceOne Advisory Services’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	$491K	Buy	424 +7	+2%	+$8.26K	0.29%	24
2026 Q2	$500K	Hold	417	–	–	0.28%	22
2026 Q1	$384K	Hold	417	–	–	0.23%	22
2025 Q4	$448K	Hold	417	–	–	0.27%	20
2025 Q3	$318K	Buy	417 +27	+7%	+$20.1K	0.21%	29
2025 Q2	$304K	Buy	390 +31	+9%	+$24.1K	0.22%	25
2025 Q1	$297K	Buy	359 +18	+5%	+$15K	0.24%	20
2024 Q4	$263K	Buy	+341	New	+$282K	0.23%	21

Other funds holding LLY

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AdviceOne Advisory Services's LLY Position: Q3 2026 in Review

AdviceOne Advisory Services increased its Eli Lilly (LLY) stake by 1.7% in Q3 2026, buying an estimated $8.26K and bringing the position to 424 shares worth $491K. The position accounts for 0.29% of the portfolio, ranked #24.

AdviceOne Advisory Services first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $500K in Q2 2026. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

AdviceOne Advisory Services held 424 shares of Eli Lilly worth $491K as of Q3 2026.
AdviceOne Advisory Services bought 7 Eli Lilly shares in Q3 2026, an estimated $8.26K.
Eli Lilly made up 0.29% of AdviceOne Advisory Services's portfolio in Q3 2026, its #24 holding.
AdviceOne Advisory Services first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
AdviceOne Advisory Services's Eli Lilly position peaked at $500K in Q2 2026.
1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.