Finer Wealth Management
LLY icon

Finer Wealth Management’s Eli Lilly LLY Stock Holding History

Finer Wealth Management’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 		$14.2M Sell
12,299
-293
-2% -$346K 5.63% 4
2026
Q2 		$15.1M Sell
12,592
-580
-4% -$593K 6.75% 3
2026
Q1 		$12.1M Sell
13,172
-440
-3% -$446K 6.08% 3
2025
Q4 		$14.6M Sell
13,612
-798
-6% -$763K 7.08% 4
2025
Q3 		$11M Sell
14,410
-154
-1% -$115K 5.48% 4
2025
Q2 		$11.4M Sell
14,564
-434
-3% -$337K 6.07% 4
2025
Q1 		$12.4M Sell
14,998
-513
-3% -$427K 7.42% 2
2024
Q4 		$12M Sell
15,511
-454
-3% -$376K 6.86% 3
2024
Q3 		$14.1M Sell
15,965
-570
-3% -$512K 8.73% 2
2024
Q2 		$15M Sell
16,535
-310
-2% -$248K 9.66% 1
2024
Q1 		$13.1M Sell
16,845
-799
-5% -$569K 8.61% 1
2023
Q4 		$10.3M Sell
17,644
-299
-2% -$175K 7.66% 3
2023
Q3 		$9.6M Sell
17,943
-52
-0.3% -$26.8K 7.71% 2
2023
Q2 		$8.44M Sell
17,995
-311
-2% -$130K 6.59% 3
2023
Q1 		$6.29M Sell
18,306
-298
-2% -$101K 5.31% 3
2022
Q4 		$6.81M Sell
18,604
-256
-1% -$90.8K 6.37% 2
2022
Q3 		$6.1M Sell
18,860
-43
-0.2% -$13.6K 6% 2
2022
Q2 		$6.13M Sell
18,903
-865
-4% -$260K 5.59% 3
2022
Q1 		$5.66M Sell
19,768
-121
-0.6% -$31.1K 4.62% 3
2021
Q4 		$5.49M Buy
+19,889
New +$5.04M 4.56% 3

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Finer Wealth Management's LLY Position: Q3 2026 in Review

Finer Wealth Management reduced its Eli Lilly (LLY) stake by 2.3% in Q3 2026, selling an estimated $346K and leaving 12,299 shares worth $14.2M. The position accounts for 5.63% of the portfolio, ranked #4.

Finer Wealth Management first reported a position in LLY in Q4 2021 and has held it in 20 quarters since. The position peaked at $15.1M in Q2 2026. 2,091 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Finer Wealth Management held 12,299 shares of Eli Lilly worth $14.2M as of Q3 2026.
  • Finer Wealth Management sold 293 Eli Lilly shares in Q3 2026, an estimated $346K.
  • Eli Lilly made up 5.63% of Finer Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Finer Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 20 quarters since.
  • Finer Wealth Management's Eli Lilly position peaked at $15.1M in Q2 2026.
  • 2,091 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.