Consilium Wealth Advisory
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Consilium Wealth Advisory’s Eli Lilly LLY Stock Holding History

Consilium Wealth Advisory’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 		$4.43M Buy
3,827
+114
+3% +$135K 1.31% 21
2026
Q2 		$4.45M Sell
3,713
-9
-0.2% -$9.2K 1.32% 19
2026
Q1 		$3.42M Buy
3,722
+362
+11% +$367K 1.17% 22
2025
Q4 		$3.61M Sell
3,360
-35
-1% -$33.5K 1.33% 22
2025
Q3 		$2.59M Buy
3,395
+363
+12% +$270K 1% 25
2025
Q2 		$2.36M Sell
3,032
-305
-9% -$237K 1% 24
2025
Q1 		$2.76M Buy
3,337
+137
+4% +$114K 1.38% 20
2024
Q4 		$2.47M Sell
3,200
-782
-20% -$648K 1.18% 23
2024
Q3 		$3.53M Sell
3,982
-545
-12% -$490K 1.93% 15
2024
Q2 		$4.1M Sell
4,527
-24
-0.5% -$19.2K 2.24% 14
2024
Q1 		$3.54M Buy
4,551
+10
+0.2% +$7.12K 1.99% 17
2023
Q4 		$2.65M Buy
4,541
+246
+6% +$144K 1.59% 19
2023
Q3 		$2.31M Buy
4,295
+161
+4% +$83K 1.62% 19
2023
Q2 		$1.94M Buy
4,134
+313
+8% +$131K 1.34% 19
2023
Q1 		$1.31M Sell
3,821
-827
-18% -$279K 1.12% 18
2022
Q4 		$1.7M Sell
4,648
-224
-5% -$79.4K 1.45% 16
2022
Q3 		$1.58M Buy
4,872
+53
+1% +$16.8K 1.76% 14
2022
Q2 		$1.56M Buy
4,819
+27
+0.6% +$8.1K 1.68% 17
2022
Q1 		$1.37M Sell
4,792
-324
-6% -$83.4K 0.98% 25
2021
Q4 		$1.41M Buy
+5,116
New +$1.3M 0.92% 24

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Citigroup
Citigroup New York $308B AUM 40.94% 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

Consilium Wealth Advisory's LLY Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Eli Lilly (LLY) stake by 3.1% in Q3 2026, buying an estimated $135K and bringing the position to 3,827 shares worth $4.43M. The position accounts for 1.31% of the portfolio, ranked #21.

Consilium Wealth Advisory first reported a position in LLY in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.45M in Q2 2026. 2,535 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Consilium Wealth Advisory held 3,827 shares of Eli Lilly worth $4.43M as of Q3 2026.
  • Consilium Wealth Advisory bought 114 Eli Lilly shares in Q3 2026, an estimated $135K.
  • Eli Lilly made up 1.31% of Consilium Wealth Advisory's portfolio in Q3 2026, its #21 holding.
  • Consilium Wealth Advisory first reported a position in Eli Lilly in Q4 2021 and has held it in 20 quarters since.
  • Consilium Wealth Advisory's Eli Lilly position peaked at $4.45M in Q2 2026.
  • 2,535 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.