Ergawealth Advisors’s Eli Lilly LLY Stock Holding History

Ergawealth 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	$245K	Sell	212 -2	-0.9%	-$2.36K	0.1%	47
2026 Q2	$257K	Buy	+214	New	+$219K	0.1%	48
2026 Q1	–	Sell	-201	Closed	-$216K	–	58
2025 Q4	$216K	Buy	+201	New	+$192K	0.1%	53
2025 Q3	–	Sell	-626	Closed	-$488K	–	71
2025 Q2	$488K	Buy	626 +24	+4%	+$18.6K	0.22%	46
2025 Q1	$497K	Sell	602 -18	-3%	-$15K	0.25%	39
2024 Q4	$479K	Sell	620 -9	-1%	-$7.45K	0.24%	40
2024 Q3	$557K	Sell	629 -2	-0.3%	-$1.8K	0.28%	36
2024 Q2	$571K	Sell	631 -4	-0.6%	-$3.2K	0.31%	33
2024 Q1	$494K	Buy	635 +10	+2%	+$7.12K	0.27%	32
2023 Q4	$364K	Sell	625 -2	-0.3%	-$1.17K	0.22%	36
2023 Q3	$337K	Sell	627 -23	-4%	-$11.9K	0.23%	37
2023 Q2	$305K	Hold	650	–	–	0.21%	35
2023 Q1	$223K	Hold	650	–	–	0.18%	43
2022 Q4	$238K	Buy	+650	New	+$230K	0.22%	42

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

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

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

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Ergawealth Advisors's LLY Position: Q3 2026 in Review

Ergawealth Advisors reduced its Eli Lilly (LLY) stake by 0.93% in Q3 2026, selling an estimated $2.36K and leaving 212 shares worth $245K. The position accounts for 0.1% of the portfolio, ranked #47.

Ergawealth Advisors first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $571K in Q2 2024. 1,260 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Ergawealth Advisors held 212 shares of Eli Lilly worth $245K as of Q3 2026.
Ergawealth Advisors sold 2 Eli Lilly shares in Q3 2026, an estimated $2.36K.
Eli Lilly made up 0.1% of Ergawealth Advisors's portfolio in Q3 2026, its #47 holding.
Ergawealth Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Ergawealth Advisors's Eli Lilly position peaked at $571K in Q2 2024.
1,260 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Ergawealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.