Amplius Wealth Advisors
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Amplius Wealth Advisors’s Eli Lilly LLY Stock Holding History

Amplius Wealth 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 		$1.78M Buy
1,540
+280
+22% +$330K 0.12% 65
2026
Q2 		$1.51M Buy
1,260
+261
+26% +$267K 0.11% 66
2026
Q1 		$919K Sell
999
-28
-3% -$28.4K 0.08% 75
2025
Q4 		$1.1M Buy
1,027
+34
+3% +$32.5K 0.09% 68
2025
Q3 		$758K Sell
993
-431
-30% -$321K 0.07% 85
2025
Q2 		$1.11M Sell
1,424
-122
-8% -$94.8K 0.1% 76
2025
Q1 		$1.28M Buy
1,546
+20
+1% +$16.6K 0.13% 66
2024
Q4 		$1.18M Buy
1,526
+61
+4% +$50.5K 0.12% 68
2024
Q3 		$1.3M Sell
1,465
-7
-0.5% -$6.29K 0.14% 64
2024
Q2 		$1.33M Sell
1,472
-27
-2% -$21.6K 0.15% 66
2024
Q1 		$1.17M Sell
1,499
-67
-4% -$47.7K 0.13% 68
2023
Q4 		$913K Buy
1,566
+1
+0.1% +$584 0.11% 66
2023
Q3 		$841K Buy
1,565
+322
+26% +$166K 0.11% 69
2023
Q2 		$583K Buy
1,243
+124
+11% +$52K 0.08% 88
2023
Q1 		$384K Buy
1,119
+554
+98% +$187K 0.06% 114
2022
Q4 		$207K Buy
+565
New +$200K 0.03% 152
2022
Q1 		– Sell
-654
Closed -$180K – 578
2021
Q4 		$180K Buy
+654
New +$166K 0.02% 194

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

Amplius Wealth Advisors's LLY Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Eli Lilly (LLY) stake by 22% in Q3 2026, buying an estimated $330K and bringing the position to 1,540 shares worth $1.78M. The position accounts for 0.12% of the portfolio, ranked #65.

Amplius Wealth Advisors first reported a position in LLY in Q4 2021 and has held it in 17 quarters since. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Amplius Wealth Advisors held 1,540 shares of Eli Lilly worth $1.78M as of Q3 2026.
  • Amplius Wealth Advisors bought 280 Eli Lilly shares in Q3 2026, an estimated $330K.
  • Eli Lilly made up 0.12% of Amplius Wealth Advisors's portfolio in Q3 2026, its #65 holding.
  • Amplius Wealth Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 17 quarters since.
  • 1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.