Alpha Financial Advisors
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Alpha Financial Advisors’s Eli Lilly LLY Stock Holding History

Alpha Financial Advisors’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 		$539K Buy
466
+14
+3% +$16.5K 0.14% 47
2026
Q2 		$542K Hold
452
– – 0.14% 48
2026
Q1 		$415K Buy
452
+1
+0.2% +$1.01K 0.13% 36
2025
Q4 		$484K Hold
451
– – 0.15% 37
2025
Q3 		$344K Sell
451
-3
-0.7% -$2.23K 0.12% 38
2025
Q2 		$354K Buy
+454
New +$353K 0.14% 36

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

Alpha Financial Advisors's LLY Position: Q3 2026 in Review

Alpha Financial Advisors increased its Eli Lilly (LLY) stake by 3.1% in Q3 2026, buying an estimated $16.5K and bringing the position to 466 shares worth $539K. The position accounts for 0.14% of the portfolio, ranked #47.

Alpha Financial Advisors first reported a position in LLY in Q2 2025 and has held it in 6 quarters since. The position peaked at $542K in Q2 2026. 3,033 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Alpha Financial Advisors held 466 shares of Eli Lilly worth $539K as of Q3 2026.
  • Alpha Financial Advisors bought 14 Eli Lilly shares in Q3 2026, an estimated $16.5K.
  • Eli Lilly made up 0.14% of Alpha Financial Advisors's portfolio in Q3 2026, its #47 holding.
  • Alpha Financial Advisors first reported a position in Eli Lilly in Q2 2025 and has held it in 6 quarters since.
  • Alpha Financial Advisors's Eli Lilly position peaked at $542K in Q2 2026.
  • 3,033 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Alpha Financial Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.