Foguth Wealth Management
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Foguth Wealth Management’s Eli Lilly LLY Stock Holding History

Foguth 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 		$6.84M Buy
5,440
+4,784
+729% +$5.65M 0.69% 38
2026
Q2 		$752K Sell
656
-3
-0.5% -$3.06K 0.09% 100
2026
Q1 		$728K Sell
659
-20
-3% -$20.3K 0.08% 100
2025
Q4 		$734K Buy
+679
New +$649K 0.11% 83
2025
Q2 		$423K Buy
543
+26
+5% +$20.2K 0.09% 91
2025
Q1 		$427K Sell
517
-16
-3% -$13.3K 0.1% 95
2024
Q4 		$419K Buy
533
+5
+0.9% +$4.14K 0.11% 94
2024
Q3 		$482K Sell
528
-54
-9% -$48.5K 0.18% 74
2024
Q2 		$527K Sell
582
-38
-6% -$30.4K 0.23% 64
2024
Q1 		$482K Buy
+620
New +$441K 0.26% 74

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Foguth Wealth Management increased its Eli Lilly (LLY) stake by 729% in Q3 2026, buying an estimated $5.65M and bringing the position to 5,440 shares worth $6.84M. The position accounts for 0.69% of the portfolio, ranked #38.

Foguth Wealth Management first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 2,630 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Foguth Wealth Management held 5,440 shares of Eli Lilly worth $6.84M as of Q3 2026.
  • Foguth Wealth Management bought 4,784 Eli Lilly shares in Q3 2026, an estimated $5.65M.
  • Eli Lilly made up 0.69% of Foguth Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Foguth Wealth Management first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.