Axxcess Wealth Management
LLY icon

Axxcess Wealth Management’s Eli Lilly LLY Stock Holding History

Axxcess 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 		$11M Sell
9,539
-12,282
-56% -$14.5M 0.45% 48
2026
Q2 		$26.2M Buy
21,821
+1,455
+7% +$1.49M 0.42% 50
2026
Q1 		$18.7M Sell
20,366
-1,982
-9% -$2.01M 0.6% 41
2025
Q4 		$23.5M Buy
22,348
+1,408
+7% +$1.35M 0.41% 50
2025
Q3 		$16M Buy
20,940
+205
+1% +$153K 0.34% 64
2025
Q2 		$16.2M Buy
20,735
+238
+1% +$185K 0.38% 52
2025
Q1 		$16.9M Sell
20,497
-3,454
-14% -$2.87M 0.45% 49
2024
Q4 		$18.5M Buy
23,951
+1,171
+5% +$970K 0.44% 46
2024
Q3 		$20.2M Buy
22,780
+916
+4% +$824K 0.5% 42
2024
Q2 		$19.8M Sell
21,864
-2,794
-11% -$2.23M 0.52% 41
2024
Q1 		$19.2M Buy
24,658
+981
+4% +$698K 0.53% 37
2023
Q4 		$13.8M Buy
23,677
+2,761
+13% +$1.61M 0.4% 51
2023
Q3 		$11.2M Buy
20,916
+11,279
+117% +$5.81M 0.38% 57
2023
Q2 		$4.52M Sell
9,637
-4,124
-30% -$1.73M 0.33% 71
2023
Q1 		$4.73M Sell
13,761
-6,613
-32% -$2.23M 0.36% 65
2022
Q4 		$7.45M Buy
20,374
+43
+0.2% +$15.2K 0.61% 33
2022
Q3 		$6.57M Buy
20,331
+9,300
+84% +$2.95M 0.62% 30
2022
Q2 		$3.58M Buy
11,031
+2,707
+33% +$813K 0.33% 68
2022
Q1 		$2.38M Buy
8,324
+1,283
+18% +$330K 0.19% 108
2021
Q4 		$1.94M Buy
+7,041
New +$1.78M 0.14% 124

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

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

Axxcess Wealth Management reduced its Eli Lilly (LLY) stake by 56% in Q3 2026, selling an estimated $14.5M and leaving 9,539 shares worth $11M. The position accounts for 0.45% of the portfolio, ranked #48.

Axxcess Wealth Management first reported a position in LLY in Q4 2021 and has held it in 20 quarters since. The position peaked at $26.2M in Q2 2026. 2,177 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Axxcess Wealth Management held 9,539 shares of Eli Lilly worth $11M as of Q3 2026.
  • Axxcess Wealth Management sold 12,282 Eli Lilly shares in Q3 2026, an estimated $14.5M.
  • Eli Lilly made up 0.45% of Axxcess Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Axxcess Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 20 quarters since.
  • Axxcess Wealth Management's Eli Lilly position peaked at $26.2M in Q2 2026.
  • 2,177 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.