ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s Eli Lilly LLY Stock Holding History

ARS Wealth Advisors Group’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 		$2.61M Sell
2,255
-6
-0.3% -$7.08K 0.19% 59
2026
Q2 		$2.71M Buy
2,261
+11
+0.5% +$11.2K 0.21% 59
2026
Q1 		$2.07M Buy
2,250
+102
+5% +$103K 0.17% 64
2025
Q4 		$2.31M Sell
2,148
-94
-4% -$89.9K 0.21% 56
2025
Q3 		$1.71M Buy
2,242
+49
+2% +$36.5K 0.17% 63
2025
Q2 		$1.71M Buy
2,193
+78
+4% +$60.6K 0.2% 61
2025
Q1 		$1.75M Buy
2,115
+2
+0.1% +$1.66K 0.25% 52
2024
Q4 		$1.63M Buy
2,113
+27
+1% +$22.4K 0.22% 53
2024
Q3 		$1.85M Buy
2,086
+20
+1% +$18K 0.23% 55
2024
Q2 		$1.87M Buy
2,066
+44
+2% +$35.2K 0.24% 52
2024
Q1 		$1.57M Sell
2,022
-19
-0.9% -$13.5K 0.21% 55
2023
Q4 		$1.19M Buy
2,041
+124
+6% +$72.4K 0.18% 56
2023
Q3 		$1.03M Buy
1,917
+89
+5% +$45.9K 0.17% 65
2023
Q2 		$857K Sell
1,828
-375
-17% -$157K 0.14% 71
2023
Q1 		$757K Buy
2,203
+370
+20% +$125K 0.14% 70
2022
Q4 		$671K Sell
1,833
-5,401
-75% -$1.91M 0.11% 76
2022
Q3 		$2.34M Hold
7,234
– – 0.36% 58
2022
Q2 		$2.34M Buy
7,234
+667
+10% +$200K 0.32% 68
2022
Q1 		$1.88M Sell
6,567
-64
-1% -$16.5K 0.33% 45
2021
Q4 		$1.83M Buy
6,631
+101
+2% +$25.6K 0.31% 44
2021
Q3 		$1.51M Buy
+6,530
New +$1.61M 0.27% 46

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

ARS Wealth Advisors Group's LLY Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its Eli Lilly (LLY) stake by 0.27% in Q3 2026, selling an estimated $7.08K and leaving 2,255 shares worth $2.61M. The position accounts for 0.19% of the portfolio, ranked #59.

ARS Wealth Advisors Group first reported a position in LLY in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.71M in Q2 2026. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • ARS Wealth Advisors Group held 2,255 shares of Eli Lilly worth $2.61M as of Q3 2026.
  • ARS Wealth Advisors Group sold 6 Eli Lilly shares in Q3 2026, an estimated $7.08K.
  • Eli Lilly made up 0.19% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #59 holding.
  • ARS Wealth Advisors Group first reported a position in Eli Lilly in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's Eli Lilly position peaked at $2.71M in Q2 2026.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.