GER Loftin Wealth Advisors LLC’s Eli Lilly LLY Stock Holding History

GER Loftin Wealth Advisors LLC’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	$309K	Buy	+267	New	+$315K	0.1%	59

Other funds holding LLY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's LLY Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Eli Lilly (LLY) in Q3 2026: 267 shares worth $309K. The stake represents 0.1% of the portfolio and ranks #59 among its holdings.

3,602 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

GER Loftin Wealth Advisors LLC held 267 shares of Eli Lilly worth $309K as of Q3 2026.
Eli Lilly was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Eli Lilly made up 0.1% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #59 holding.
3,602 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.