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

Ameliora 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 		$1.72M Hold
1,486
– – 0.49% 35
2026
Q2 		$1.78M Buy
1,486
+196
+15% +$200K 0.53% 38
2026
Q1 		$1.19M Sell
1,290
-37
-3% -$37.5K 0.38% 43
2025
Q4 		$1.43M Buy
1,327
+22
+2% +$21K 0.43% 41
2025
Q3 		$996K Sell
1,305
-2,482
-66% -$1.85M 0.33% 46
2025
Q2 		$2.95M Sell
3,787
-712
-16% -$553K 1.06% 27
2025
Q1 		$3.72M Sell
4,499
-53
-1% -$44.1K 1.4% 19
2024
Q4 		$3.51M Buy
4,552
+453
+11% +$375K 1.32% 23
2024
Q3 		$3.63M Sell
4,099
-488
-11% -$439K 1.51% 19
2024
Q2 		$4.15M Buy
4,587
+2,262
+97% +$1.81M 1.89% 17
2024
Q1 		$1.81M Buy
2,325
+796
+52% +$566K 0.82% 39
2023
Q4 		$891K Buy
1,529
+717
+88% +$419K 0.44% 42
2023
Q3 		$436K Buy
812
+172
+27% +$88.6K 0.26% 52
2023
Q2 		$300K Sell
640
-400
-38% -$168K 0.19% 71
2023
Q1 		$357K Sell
1,040
-3,540
-77% -$1.19M 0.21% 73
2022
Q4 		$1.68M Sell
4,580
-620
-12% -$220K 0.9% 37
2022
Q3 		$1.69M Buy
+5,200
New +$1.65M 0.91% 34

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

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

Ameliora Wealth Management held its Eli Lilly (LLY) position steady in Q3 2026 at 1,486 shares worth $1.72M. The position accounts for 0.49% of the portfolio, ranked #35.

Ameliora Wealth Management first reported a position in LLY in Q3 2022 and has held it in 17 quarters since. The position peaked at $4.15M in Q2 2024. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Ameliora Wealth Management held 1,486 shares of Eli Lilly worth $1.72M as of Q3 2026.
  • Ameliora Wealth Management left its Eli Lilly share count unchanged in Q3 2026.
  • Eli Lilly made up 0.49% of Ameliora Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Ameliora Wealth Management first reported a position in Eli Lilly in Q3 2022 and has held it in 17 quarters since.
  • Ameliora Wealth Management's Eli Lilly position peaked at $4.15M in Q2 2024.
  • 1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.