ARQ Wealth Advisors’s Eli Lilly LLY Stock Holding History

ARQ 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	$661K	Buy	571 +35	+7%	+$41.3K	0.08%	137
2026 Q2	$623K	Buy	536 +20	+4%	+$20.4K	0.08%	138
2026 Q1	$475K	Hold	516	–	–	0.09%	134
2025 Q4	$555K	Sell	516 -116	-18%	-$111K	0.15%	87
2025 Q3	$482K	Buy	632 +246	+64%	+$183K	0.14%	92
2025 Q2	$319K	Hold	386	–	–	0.11%	87
2025 Q1	$319K	Buy	386 +16	+4%	+$13.3K	0.12%	82
2024 Q4	$286K	Sell	370 -2	-0.5%	-$1.66K	0.11%	84
2024 Q3	$357K	Hold	372	–	–	0.14%	73
2024 Q2	$337K	Buy	372 +81	+28%	+$64.8K	0.15%	70
2024 Q1	$226K	Buy	+291	New	+$207K	0.1%	82

Other funds holding LLY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

ARQ Wealth Advisors increased its Eli Lilly (LLY) stake by 6.5% in Q3 2026, buying an estimated $41.3K and bringing the position to 571 shares worth $661K. The position accounts for 0.08% of the portfolio, ranked #137.

ARQ Wealth Advisors first reported a position in LLY in Q1 2024 and has held it in 11 quarters since. 3,238 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

ARQ Wealth Advisors held 571 shares of Eli Lilly worth $661K as of Q3 2026.
ARQ Wealth Advisors bought 35 Eli Lilly shares in Q3 2026, an estimated $41.3K.
Eli Lilly made up 0.08% of ARQ Wealth Advisors's portfolio in Q3 2026, its #137 holding.
ARQ Wealth Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 11 quarters since.
3,238 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.