Copia Wealth Management
LLY icon

Copia Wealth Management’s Eli Lilly LLY Stock Holding History

Copia 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 		$43.8K Buy
37
+2
+6% +$2.36K 0.03% 218
2026
Q2 		$42K Buy
35
+2
+6% +$2.04K 0.03% 228
2026
Q1 		$30.4K Sell
33
-1
-3% -$1.01K 0.02% 240
2025
Q4 		$36.5K Hold
34
– – 0.03% 225
2025
Q3 		$25.9K Hold
34
– – 0.02% 247
2025
Q2 		$26.5K Buy
34
+3
+10% +$2.33K 0.02% 215
2025
Q1 		$25.6K Buy
31
+6
+24% +$4.99K 0.02% 205
2024
Q4 		$19.3K Buy
+25
New +$20.7K 0.02% 215

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Copia Wealth Management increased its Eli Lilly (LLY) stake by 5.7% in Q3 2026, buying an estimated $2.36K and bringing the position to 37 shares worth $43.8K. The position accounts for 0.03% of the portfolio, ranked #218.

Copia Wealth Management first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Copia Wealth Management held 37 shares of Eli Lilly worth $43.8K as of Q3 2026.
  • Copia Wealth Management bought 2 Eli Lilly shares in Q3 2026, an estimated $2.36K.
  • Eli Lilly made up 0.03% of Copia Wealth Management's portfolio in Q3 2026, its #218 holding.
  • Copia Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Copia Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.