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Gilpin Wealth Management’s Eli Lilly LLY Stock Holding History

Gilpin 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 		$110K Buy
95
+43
+83% +$50.7K 0.07% 184
2026
Q2 		$62.4K Hold
52
– – 0.04% 204
2026
Q1 		$47.8K Buy
52
+2
+4% +$2.03K 0.04% 198
2025
Q4 		$53.7K Buy
+50
New +$47.8K 0.04% 189

Other funds holding LLY

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

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

Gilpin Wealth Management increased its Eli Lilly (LLY) stake by 83% in Q3 2026, buying an estimated $50.7K and bringing the position to 95 shares worth $110K. The position accounts for 0.07% of the portfolio, ranked #184.

Gilpin Wealth Management first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. 255 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Gilpin Wealth Management held 95 shares of Eli Lilly worth $110K as of Q3 2026.
  • Gilpin Wealth Management bought 43 Eli Lilly shares in Q3 2026, an estimated $50.7K.
  • Eli Lilly made up 0.07% of Gilpin Wealth Management's portfolio in Q3 2026, its #184 holding.
  • Gilpin Wealth Management first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • 255 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.