Encompass Wealth Advisors’s Eli Lilly LLY Stock Holding History

Encompass Wealth Advisors’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	$1.53M	Buy	1,324 +676	+104%	+$798K	0.23%	51
2026 Q2	$777K	Sell	648 -28	-4%	-$28.6K	0.24%	51
2026 Q1	$621K	Sell	676 -19	-3%	-$19.3K	0.22%	49
2025 Q4	$747K	Sell	695 -102	-13%	-$97.5K	0.25%	46
2025 Q3	$608K	Sell	797 -38	-5%	-$28.3K	0.21%	54
2025 Q2	$651K	Sell	835 -86	-9%	-$66.8K	0.24%	51
2025 Q1	$761K	Sell	921 -684	-43%	-$569K	0.31%	48
2024 Q4	$1.24M	Buy	+1,605	New	+$1.33M	0.5%	33
2024 Q2	–	Sell	-2,502	Closed	-$1.95M	–	287
2024 Q1	$1.95M	Buy	+2,502	New	+$1.78M	0.52%	36

Other funds holding LLY

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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Encompass Wealth Advisors's LLY Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Eli Lilly (LLY) stake by 104% in Q3 2026, buying an estimated $798K and bringing the position to 1,324 shares worth $1.53M. The position accounts for 0.23% of the portfolio, ranked #51.

Encompass Wealth Advisors first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.95M in Q1 2024. 1,470 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Encompass Wealth Advisors held 1,324 shares of Eli Lilly worth $1.53M as of Q3 2026.
Encompass Wealth Advisors bought 676 Eli Lilly shares in Q3 2026, an estimated $798K.
Eli Lilly made up 0.23% of Encompass Wealth Advisors's portfolio in Q3 2026, its #51 holding.
Encompass Wealth Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
Encompass Wealth Advisors's Eli Lilly position peaked at $1.95M in Q1 2024.
1,470 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.