BankPlus Wealth Management’s Eli Lilly LLY Stock Holding History

BankPlus 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	$1.42M	Buy	1,225 +17	+1%	+$20.1K	0.62%	27
2026 Q2	$1.45M	Buy	1,208 +18	+2%	+$18.4K	0.65%	27
2026 Q1	$1.1M	Buy	1,190 +160	+16%	+$162K	0.57%	29
2025 Q4	$1.11M	Sell	1,030 -22	-2%	-$21K	0.61%	26
2025 Q3	$803K	Buy	1,052 +46	+5%	+$34.2K	0.47%	35
2025 Q2	$784K	Buy	1,006 +25	+3%	+$19.4K	0.52%	33
2025 Q1	$810K	Sell	981 -6	-0.6%	-$4.99K	0.59%	30
2024 Q4	$761K	Buy	+987	New	+$817K	0.57%	32

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

BankPlus Wealth Management increased its Eli Lilly (LLY) stake by 1.4% in Q3 2026, buying an estimated $20.1K and bringing the position to 1,225 shares worth $1.42M. The position accounts for 0.62% of the portfolio, ranked #27.

BankPlus Wealth Management first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q2 2026. 2,957 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

BankPlus Wealth Management held 1,225 shares of Eli Lilly worth $1.42M as of Q3 2026.
BankPlus Wealth Management bought 17 Eli Lilly shares in Q3 2026, an estimated $20.1K.
Eli Lilly made up 0.62% of BankPlus Wealth Management's portfolio in Q3 2026, its #27 holding.
BankPlus Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
BankPlus Wealth Management's Eli Lilly position peaked at $1.45M in Q2 2026.
2,957 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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