Broadway Wealth Solutions
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Broadway Wealth Solutions’s Eli Lilly LLY Stock Holding History

Broadway Wealth Solutions’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 		$470K Sell
406
-25
-6% -$29.5K 0.21% 39
2026
Q2 		$517K Buy
431
+19
+5% +$19.4K 0.24% 34
2026
Q1 		$379K Buy
412
+4
+1% +$4.06K 0.2% 44
2025
Q4 		$438K Sell
408
-67
-14% -$64.1K 0.23% 37
2025
Q3 		$362K Buy
475
+29
+7% +$21.6K 0.2% 46
2025
Q2 		$348K Buy
446
+29
+7% +$22.5K 0.22% 42
2025
Q1 		$344K Sell
417
-54
-11% -$44.9K 0.25% 37
2024
Q4 		$363K Buy
+471
New +$390K 0.28% 40

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Broadway Wealth Solutions's LLY Position: Q3 2026 in Review

Broadway Wealth Solutions reduced its Eli Lilly (LLY) stake by 5.8% in Q3 2026, selling an estimated $29.5K and leaving 406 shares worth $470K. The position accounts for 0.21% of the portfolio, ranked #39.

Broadway Wealth Solutions first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $517K in Q2 2026. 2,398 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Broadway Wealth Solutions held 406 shares of Eli Lilly worth $470K as of Q3 2026.
  • Broadway Wealth Solutions sold 25 Eli Lilly shares in Q3 2026, an estimated $29.5K.
  • Eli Lilly made up 0.21% of Broadway Wealth Solutions's portfolio in Q3 2026, its #39 holding.
  • Broadway Wealth Solutions first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
  • Broadway Wealth Solutions's Eli Lilly position peaked at $517K in Q2 2026.
  • 2,398 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.