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Fortitude Advisory Group’s Eli Lilly LLY Stock Holding History

Fortitude Advisory Group’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 		$1.62M Buy
1,399
+72
+5% +$85K 0.62% 27
2026
Q2 		$1.59M Buy
1,327
+52
+4% +$53.1K 0.61% 33
2026
Q1 		$1.17M Buy
1,275
+334
+35% +$339K 0.53% 35
2025
Q4 		$1.01M Buy
941
+128
+16% +$122K 0.43% 40
2025
Q3 		$621K Sell
813
-435
-35% -$324K 0.33% 61
2025
Q2 		$973K Sell
1,248
-55
-4% -$42.7K 0.56% 33
2025
Q1 		$958K Sell
1,303
-184
-12% -$153K 0.69% 25
2024
Q4 		$1.15M Buy
1,487
+178
+14% +$147K 0.69% 25
2024
Q3 		$1.16M Buy
1,309
+222
+20% +$200K 0.73% 23
2024
Q2 		$985K Sell
1,087
-1,083
-50% -$866K 0.59% 27
2024
Q1 		$1.69M Sell
2,170
-146
-6% -$104K 0.95% 16
2023
Q4 		$1.35M Buy
2,316
+298
+15% +$174K 0.82% 20
2023
Q3 		$1.08M Sell
2,018
-7
-0.3% -$3.61K 0.73% 24
2023
Q2 		$950K Sell
2,025
-246
-11% -$103K 0.7% 28
2023
Q1 		$780K Buy
2,271
+33
+1% +$11.1K 0.6% 37
2022
Q4 		$819K Buy
2,238
+127
+6% +$45K 0.7% 33
2022
Q3 		$683K Buy
2,111
+135
+7% +$42.8K 0.65% 37
2022
Q2 		$641K Buy
1,976
+6
+0.3% +$1.8K 0.59% 43
2022
Q1 		$564K Buy
1,970
+395
+25% +$102K 0.3% 52
2021
Q4 		$435K Buy
+1,575
New +$399K 0.22% 77

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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

Fortitude Advisory Group's LLY Position: Q3 2026 in Review

Fortitude Advisory Group increased its Eli Lilly (LLY) stake by 5.4% in Q3 2026, buying an estimated $85K and bringing the position to 1,399 shares worth $1.62M. The position accounts for 0.62% of the portfolio, ranked #27.

Fortitude Advisory Group first reported a position in LLY in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.69M in Q1 2024. 2,870 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Fortitude Advisory Group held 1,399 shares of Eli Lilly worth $1.62M as of Q3 2026.
  • Fortitude Advisory Group bought 72 Eli Lilly shares in Q3 2026, an estimated $85K.
  • Eli Lilly made up 0.62% of Fortitude Advisory Group's portfolio in Q3 2026, its #27 holding.
  • Fortitude Advisory Group first reported a position in Eli Lilly in Q4 2021 and has held it in 20 quarters since.
  • Fortitude Advisory Group's Eli Lilly position peaked at $1.69M in Q1 2024.
  • 2,870 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.