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Biltmore Wealth Management’s Eli Lilly LLY Stock Holding History

Biltmore 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 		$396K Buy
342
+1
+0.3% +$1.18K 0.12% 47
2026
Q2 		$410K Buy
341
+14
+4% +$14.3K 0.13% 46
2026
Q1 		$301K Buy
327
+8
+3% +$8.11K 0.11% 51
2025
Q4 		$342K Sell
319
-11
-3% -$10.5K 0.13% 50
2025
Q3 		$252K Buy
330
+17
+5% +$12.7K 0.1% 55
2025
Q2 		$244K Buy
313
+1
+0.3% +$777 0.1% 55
2025
Q1 		$258K Hold
312
– – 0.11% 54
2024
Q4 		$241K Buy
312
+66
+27% +$54.6K 0.1% 53
2024
Q3 		$218K Buy
246
+5
+2% +$4.5K 0.09% 54
2024
Q2 		$218K Buy
+241
New +$193K 0.09% 51
2016
Q1 		– Sell
-2,954
Closed -$249K – 38
2015
Q4 		$249K Sell
2,954
-176
-6% -$14.6K 0.22% 34
2015
Q3 		$262K Buy
3,130
+26
+0.8% +$2.19K 0.23% 33
2015
Q2 		$259K Buy
3,104
+60
+2% +$4.57K 0.22% 38
2015
Q1 		$221K Hold
3,044
– – 0.19% 38
2014
Q4 		$210K Buy
+3,044
New +$205K 0.18% 36

Other funds holding LLY

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

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

Biltmore Wealth Management increased its Eli Lilly (LLY) stake by 0.29% in Q3 2026, buying an estimated $1.18K and bringing the position to 342 shares worth $396K. The position accounts for 0.12% of the portfolio, ranked #47.

Biltmore Wealth Management first reported a position in LLY in Q4 2014 and has held it in 15 quarters since. The position peaked at $410K in Q2 2026. 255 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Biltmore Wealth Management held 342 shares of Eli Lilly worth $396K as of Q3 2026.
  • Biltmore Wealth Management bought 1 Eli Lilly share in Q3 2026, an estimated $1.18K.
  • Eli Lilly made up 0.12% of Biltmore Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Biltmore Wealth Management first reported a position in Eli Lilly in Q4 2014 and has held it in 15 quarters since.
  • Biltmore Wealth Management's Eli Lilly position peaked at $410K in Q2 2026.
  • 255 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Biltmore Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.