BetterWealth’s Eli Lilly LLY Stock Holding History

BetterWealth’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	$757K	Hold	654	–	–	0.13%	37
2026 Q2	$784K	Buy	654 +2	+0.3%	+$2.04K	0.14%	40
2026 Q1	$600K	Buy	652 +68	+12%	+$68.9K	0.12%	40
2025 Q4	$627K	Sell	584 -8	-1%	-$7.65K	0.14%	36
2025 Q3	$452K	Buy	592 +14	+2%	+$10.4K	0.11%	40
2025 Q2	$450K	Hold	578	–	–	0.12%	37
2025 Q1	$477K	Sell	578 -11	-2%	-$9.15K	0.13%	34
2024 Q4	$455K	Buy	589 +21	+4%	+$17.4K	0.13%	38
2024 Q3	$503K	Hold	568	–	–	0.15%	35
2024 Q2	$514K	Hold	568	–	–	0.16%	33
2024 Q1	$442K	Sell	568 -6	-1%	-$4.27K	0.14%	39
2023 Q4	$334K	Buy	574 +6	+1%	+$3.5K	0.11%	47
2023 Q3	$305K	Hold	568	–	–	0.12%	37
2023 Q2	$266K	Buy	+568	New	+$238K	0.1%	37
2023 Q1	–	Sell	-568	Closed	-$208K	–	45
2022 Q4	$208K	Buy	+568	New	+$201K	0.09%	38

Other funds holding LLY

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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BetterWealth's LLY Position: Q3 2026 in Review

BetterWealth held its Eli Lilly (LLY) position steady in Q3 2026 at 654 shares worth $757K. The position accounts for 0.13% of the portfolio, ranked #37.

BetterWealth first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $784K in Q2 2026. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

BetterWealth held 654 shares of Eli Lilly worth $757K as of Q3 2026.
BetterWealth left its Eli Lilly share count unchanged in Q3 2026.
Eli Lilly made up 0.13% of BetterWealth's portfolio in Q3 2026, its #37 holding.
BetterWealth first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
BetterWealth's Eli Lilly position peaked at $784K in Q2 2026.
4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.