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

Delap 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 		$519K Sell
448
-36
-7% -$42.5K 0.18% 57
2026
Q2 		$581K Hold
484
– – 0.2% 54
2026
Q1 		$445K Sell
484
-50
-9% -$50.7K 0.17% 58
2025
Q4 		$574K Buy
534
+50
+10% +$47.8K 0.22% 52
2025
Q3 		$400K Sell
484
-11
-2% -$8.19K 0.17% 59
2025
Q2 		$386K Sell
495
-835
-63% -$649K 0.19% 54
2025
Q1 		$1.1M Buy
1,330
+832
+167% +$692K 0.61% 32
2024
Q4 		$384K Buy
498
+11
+2% +$9.11K 0.23% 48
2024
Q3 		$431K Sell
487
-109
-18% -$98K 0.27% 35
2024
Q2 		$540K Sell
596
-1,205
-67% -$964K 0.25% 43
2024
Q1 		$1.4M Buy
1,801
+192
+12% +$137K 0.57% 33
2023
Q4 		$938K Buy
1,609
+1,127
+234% +$658K 0.42% 33
2023
Q3 		$259K Sell
482
-9
-2% -$4.64K 0.25% 41
2023
Q2 		$230K Sell
491
-307
-38% -$129K 0.23% 41
2023
Q1 		$274K Sell
798
-356
-31% -$120K 0.28% 42
2022
Q4 		$422K Buy
+1,154
New +$409K 0.44% 39

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

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

Delap Wealth Advisory reduced its Eli Lilly (LLY) stake by 7.4% in Q3 2026, selling an estimated $42.5K and leaving 448 shares worth $519K. The position accounts for 0.18% of the portfolio, ranked #57.

Delap Wealth Advisory first reported a position in LLY in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.4M in Q1 2024. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Delap Wealth Advisory held 448 shares of Eli Lilly worth $519K as of Q3 2026.
  • Delap Wealth Advisory sold 36 Eli Lilly shares in Q3 2026, an estimated $42.5K.
  • Eli Lilly made up 0.18% of Delap Wealth Advisory's portfolio in Q3 2026, its #57 holding.
  • Delap Wealth Advisory first reported a position in Eli Lilly in Q4 2022 and has held it in 16 quarters since.
  • Delap Wealth Advisory's Eli Lilly position peaked at $1.4M in Q1 2024.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.