Centurion Wealth Management’s Eli Lilly LLY Stock Holding History

Centurion 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	$1.93M	Sell	1,669 -81	-5%	-$95.6K	0.47%	55
2026 Q2	$2.1M	Sell	1,750 -138	-7%	-$141K	0.5%	51
2026 Q1	$1.74M	Sell	1,888 -50	-3%	-$50.7K	0.39%	67
2025 Q4	$2.08M	Sell	1,938 -40	-2%	-$38.2K	0.46%	55
2025 Q3	$1.51M	Buy	1,978 +1,050	+113%	+$781K	0.34%	66
2025 Q2	$723K	Sell	928 -52	-5%	-$40.4K	0.21%	86
2025 Q1	$757K	Hold	980	–	–	0.24%	74
2024 Q4	$757K	Buy	980 +5	+0.5%	+$4.14K	0.24%	74
2024 Q3	$864K	Buy	+975	New	+$877K	0.28%	69
2024 Q1	$970K	Buy	1,247 +306	+33%	+$218K	0.38%	51
2023 Q4	$549K	Hold	941	–	–	0.23%	73
2023 Q3	$505K	Hold	941	–	–	0.25%	71
2023 Q2	$441K	Sell	941 -1	-0.1%	-$419	0.21%	84
2023 Q1	$324K	Sell	942 -1	-0.1%	-$337	0.16%	103
2022 Q4	$345K	Buy	+943	New	+$334K	0.19%	100

Other funds holding LLY

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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

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

Centurion Wealth Management reduced its Eli Lilly (LLY) stake by 4.6% in Q3 2026, selling an estimated $95.6K and leaving 1,669 shares worth $1.93M. The position accounts for 0.47% of the portfolio, ranked #55.

Centurion Wealth Management first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.1M in Q2 2026. 1,218 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Centurion Wealth Management held 1,669 shares of Eli Lilly worth $1.93M as of Q3 2026.
Centurion Wealth Management sold 81 Eli Lilly shares in Q3 2026, an estimated $95.6K.
Eli Lilly made up 0.47% of Centurion Wealth Management's portfolio in Q3 2026, its #55 holding.
Centurion Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
Centurion Wealth Management's Eli Lilly position peaked at $2.1M in Q2 2026.
1,218 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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