Ehrlich Financial Group
LLY icon

Ehrlich Financial Group’s Eli Lilly LLY Stock Holding History

Ehrlich Financial 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 		$305K Buy
264
+28
+12% +$33K 0.16% 96
2026
Q2 		$283K Buy
236
+5
+2% +$5.11K 0.15% 97
2026
Q1 		$212K Sell
231
-8
-3% -$8.11K 0.12% 110
2025
Q4 		$257K Buy
+239
New +$229K 0.15% 95
2025
Q2 		– Sell
-245
Closed -$202K – 116
2025
Q1 		$202K Buy
+245
New +$204K 0.15% 99
2024
Q4 		– Sell
-245
Closed -$217K – 116
2024
Q3 		$217K Buy
245
+9
+4% +$8.09K 0.15% 103
2024
Q2 		$214K Sell
236
-40
-14% -$32K 0.17% 98
2024
Q1 		$215K Buy
+276
New +$196K 0.18% 93

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Ehrlich Financial Group's LLY Position: Q3 2026 in Review

Ehrlich Financial Group increased its Eli Lilly (LLY) stake by 12% in Q3 2026, buying an estimated $33K and bringing the position to 264 shares worth $305K. The position accounts for 0.16% of the portfolio, ranked #96.

Ehrlich Financial Group first reported a position in LLY in Q1 2024 and has held it in 8 quarters since. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Ehrlich Financial Group held 264 shares of Eli Lilly worth $305K as of Q3 2026.
  • Ehrlich Financial Group bought 28 Eli Lilly shares in Q3 2026, an estimated $33K.
  • Eli Lilly made up 0.16% of Ehrlich Financial Group's portfolio in Q3 2026, its #96 holding.
  • Ehrlich Financial Group first reported a position in Eli Lilly in Q1 2024 and has held it in 8 quarters since.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.