Focus Partners Wealth
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Focus Partners Wealth’s Eli Lilly LLY Stock Holding History

Focus Partners Wealth’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 		$1.04M Buy
+900
New +$1.06M ﹤0.01% 1657
2025
Q3 		– Sell
-300
Closed -$234K – 2266
2025
Q2 		$234K Hold
300
– – ﹤0.01% 1791
2025
Q1 		$248K Sell
300
-600
-67% -$499K ﹤0.01% 1664
2024
Q4 		$695K Hold
900
– – ﹤0.01% 1187
2024
Q3 		$797K Buy
+900
New +$809K ﹤0.01% 1008

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Focus Partners Wealth's LLY Position: Q3 2026 in Review

Focus Partners Wealth increased its Eli Lilly (LLY) stake by 2.3% in Q3 2026, buying an estimated $6.92M and bringing the position to 265,911 shares worth $308M. The position accounts for 0.32% of the portfolio, ranked #64.

Focus Partners Wealth first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $312M in Q2 2026. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Focus Partners Wealth held 265,911 shares of Eli Lilly worth $308M as of Q3 2026.
  • Focus Partners Wealth bought 5,866 Eli Lilly shares in Q3 2026, an estimated $6.92M.
  • Eli Lilly made up 0.32% of Focus Partners Wealth's portfolio in Q3 2026, its #64 holding.
  • Focus Partners Wealth first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
  • Focus Partners Wealth's Eli Lilly position peaked at $312M in Q2 2026.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Focus Partners Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.