ERTS Wealth Advisors’s Eli Lilly LLY Stock Holding History

ERTS 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	$347K	Sell	300 -18	-6%	-$21.2K	0.1%	25
2026 Q2	$381K	Hold	318	–	–	0.11%	26
2026 Q1	$292K	Hold	318	–	–	0.09%	27
2025 Q4	$342K	Hold	318	–	–	0.11%	26
2025 Q3	$243K	Hold	318	–	–	0.08%	27
2025 Q2	$248K	Hold	318	–	–	0.09%	26
2025 Q1	$263K	Hold	318	–	–	0.05%	73
2024 Q4	$245K	Hold	318	–	–	0.05%	81
2024 Q3	$282K	Hold	318	–	–	0.05%	82
2024 Q2	$288K	Hold	318	–	–	0.06%	76
2024 Q1	$247K	Buy	+318	New	+$226K	0.05%	83
2019 Q1	–	Sell	-29	Closed	-$3K	–	214
2018 Q4	$3K	Buy	+29	New	+$3.24K	﹤0.01%	288

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

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

ERTS Wealth Advisors reduced its Eli Lilly (LLY) stake by 5.7% in Q3 2026, selling an estimated $21.2K and leaving 300 shares worth $347K. The position accounts for 0.1% of the portfolio, ranked #25.

ERTS Wealth Advisors first reported a position in LLY in Q4 2018 and has held it in 12 quarters since. The position peaked at $381K in Q2 2026. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

ERTS Wealth Advisors held 300 shares of Eli Lilly worth $347K as of Q3 2026.
ERTS Wealth Advisors sold 18 Eli Lilly shares in Q3 2026, an estimated $21.2K.
Eli Lilly made up 0.1% of ERTS Wealth Advisors's portfolio in Q3 2026, its #25 holding.
ERTS Wealth Advisors first reported a position in Eli Lilly in Q4 2018 and has held it in 12 quarters since.
ERTS Wealth Advisors's Eli Lilly position peaked at $381K in Q2 2026.
1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on ERTS Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.