Balboa Wealth Partners
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Balboa Wealth Partners’s Eli Lilly LLY Stock Holding History

Balboa Wealth Partners’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 		$1.97M Buy
1,703
+225
+15% +$266K 0.26% 67
2026
Q2 		$1.77M Sell
1,478
-48
-3% -$49K 0.24% 71
2026
Q1 		$1.4M Buy
1,526
+143
+10% +$145K 0.24% 75
2025
Q4 		$1.49M Sell
1,383
-155
-10% -$148K 0.25% 67
2025
Q3 		$1.17M Sell
1,538
-177
-10% -$132K 0.2% 77
2025
Q2 		$1.34M Buy
1,715
+93
+6% +$72.3K 0.27% 66
2025
Q1 		$1.34M Buy
1,622
+77
+5% +$64.1K 0.32% 57
2024
Q4 		$1.19M Sell
1,545
-197
-11% -$163K 0.27% 67
2024
Q3 		$1.54M Sell
1,742
-243
-12% -$218K 0.38% 46
2024
Q2 		$1.8M Buy
1,985
+147
+8% +$118K 0.47% 35
2024
Q1 		$1.43M Buy
1,838
+736
+67% +$524K 0.42% 43
2023
Q4 		$642K Sell
1,102
-114
-9% -$66.5K 0.21% 92
2023
Q3 		$653K Sell
1,216
-434
-26% -$224K 0.25% 74
2023
Q2 		$774K Sell
1,650
-76
-4% -$31.9K 0.27% 64
2023
Q1 		$593K Sell
1,726
-59
-3% -$19.9K 0.22% 89
2022
Q4 		$653K Buy
1,785
+682
+62% +$242K 0.29% 82
2022
Q3 		$357K Buy
+1,103
New +$349K 0.16% 118

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Balboa Wealth Partners's LLY Position: Q3 2026 in Review

Balboa Wealth Partners increased its Eli Lilly (LLY) stake by 15% in Q3 2026, buying an estimated $266K and bringing the position to 1,703 shares worth $1.97M. The position accounts for 0.26% of the portfolio, ranked #67.

Balboa Wealth Partners first reported a position in LLY in Q3 2022 and has held it in 17 quarters since. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Balboa Wealth Partners held 1,703 shares of Eli Lilly worth $1.97M as of Q3 2026.
  • Balboa Wealth Partners bought 225 Eli Lilly shares in Q3 2026, an estimated $266K.
  • Eli Lilly made up 0.26% of Balboa Wealth Partners's portfolio in Q3 2026, its #67 holding.
  • Balboa Wealth Partners first reported a position in Eli Lilly in Q3 2022 and has held it in 17 quarters since.
  • 2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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