Blake Schutter Theil Wealth Advisors’s Eli Lilly LLY Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$351K	Buy	303 +68	+29%	+$80.2K	0.24%	85
2026 Q2	$282K	Hold	235	–	–	0.19%	95
2026 Q1	$216K	Hold	235	–	–	0.18%	104
2025 Q4	$253K	Buy	+235	New	+$225K	0.21%	95
2024 Q4	–	Sell	-515	Closed	-$456K	–	142
2024 Q3	$456K	Buy	+515	New	+$463K	0.33%	85

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

Blake Schutter Theil Wealth Advisors's LLY Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors increased its Eli Lilly (LLY) stake by 29% in Q3 2026, buying an estimated $80.2K and bringing the position to 303 shares worth $351K. The position accounts for 0.24% of the portfolio, ranked #85.

Blake Schutter Theil Wealth Advisors first reported a position in LLY in Q3 2024 and has held it in 5 quarters since. The position peaked at $456K in Q3 2024. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 303 shares of Eli Lilly worth $351K as of Q3 2026.
Blake Schutter Theil Wealth Advisors bought 68 Eli Lilly shares in Q3 2026, an estimated $80.2K.
Eli Lilly made up 0.24% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #85 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Eli Lilly in Q3 2024 and has held it in 5 quarters since.
Blake Schutter Theil Wealth Advisors's Eli Lilly position peaked at $456K in Q3 2024.
2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.