Client 1st Advisory Group’s Eli Lilly LLY Stock Holding History

Client 1st Advisory Group’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	$1.92M	Sell	1,656 -49	-3%	-$57.8K	0.49%	33
2026 Q2	$2.05M	Buy	1,705 +107	+7%	+$109K	0.53%	33
2026 Q1	$1.47M	Sell	1,598 -14	-0.9%	-$14.2K	0.45%	31
2025 Q4	$1.73M	Buy	1,612 +31	+2%	+$29.6K	0.54%	30
2025 Q3	$1.21M	Hold	1,581	–	–	0.4%	38
2025 Q2	$1.23M	Hold	1,581	–	–	0.45%	35
2025 Q1	$1.31M	Buy	1,581 +5	+0.3%	+$4.16K	0.51%	27
2024 Q4	$1.22M	Hold	1,576	–	–	0.47%	32
2024 Q3	$1.4M	Buy	+1,576	New	+$1.42M	0.55%	27

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Client 1st Advisory Group's LLY Position: Q3 2026 in Review

Client 1st Advisory Group reduced its Eli Lilly (LLY) stake by 2.9% in Q3 2026, selling an estimated $57.8K and leaving 1,656 shares worth $1.92M. The position accounts for 0.49% of the portfolio, ranked #33.

Client 1st Advisory Group first reported a position in LLY in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.05M in Q2 2026. 1,025 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Client 1st Advisory Group held 1,656 shares of Eli Lilly worth $1.92M as of Q3 2026.
Client 1st Advisory Group sold 49 Eli Lilly shares in Q3 2026, an estimated $57.8K.
Eli Lilly made up 0.49% of Client 1st Advisory Group's portfolio in Q3 2026, its #33 holding.
Client 1st Advisory Group first reported a position in Eli Lilly in Q3 2024 and has held it in 9 quarters since.
Client 1st Advisory Group's Eli Lilly position peaked at $2.05M in Q2 2026.
1,025 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.