Global Wealth Strategies & Associates’s Eli Lilly LLY Stock Holding History

Global Wealth Strategies & Associates’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	$498K	Buy	430 +99	+30%	+$117K	0.09%	58
2026 Q2	$397K	Sell	331 -49	-13%	-$50.1K	0.08%	66
2026 Q1	$350K	Sell	380 -18	-5%	-$18.2K	0.09%	61
2025 Q4	$428K	Buy	398 +56	+16%	+$53.5K	0.11%	47
2025 Q3	$261K	Sell	342 -30	-8%	-$22.3K	0.07%	62
2025 Q2	$290K	Sell	372 -31	-8%	-$24.1K	0.08%	47
2025 Q1	$333K	Sell	403 -178	-31%	-$148K	0.1%	41
2024 Q4	$449K	Sell	581 -5	-0.9%	-$4.14K	0.14%	33
2024 Q3	$519K	Sell	586 -41	-7%	-$36.9K	0.17%	26
2024 Q2	$568K	Buy	627 +14	+2%	+$11.2K	0.2%	25
2024 Q1	$477K	Sell	613 -15	-2%	-$10.7K	0.18%	28
2023 Q4	$366K	Sell	628 -15	-2%	-$8.76K	0.15%	29
2023 Q3	$345K	Sell	643 -20	-3%	-$10.3K	0.16%	34
2023 Q2	$311K	Hold	663	–	–	0.15%	34
2023 Q1	$228K	Hold	663	–	–	0.12%	37
2022 Q4	$243K	Buy	+663	New	+$235K	0.14%	38

Other funds holding LLY

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

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Global Wealth Strategies & Associates's LLY Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its Eli Lilly (LLY) stake by 30% in Q3 2026, buying an estimated $117K and bringing the position to 430 shares worth $498K. The position accounts for 0.09% of the portfolio, ranked #58.

Global Wealth Strategies & Associates first reported a position in LLY in Q4 2022 and has held it in 16 quarters since. The position peaked at $568K in Q2 2024. 428 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Global Wealth Strategies & Associates held 430 shares of Eli Lilly worth $498K as of Q3 2026.
Global Wealth Strategies & Associates bought 99 Eli Lilly shares in Q3 2026, an estimated $117K.
Eli Lilly made up 0.09% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #58 holding.
Global Wealth Strategies & Associates first reported a position in Eli Lilly in Q4 2022 and has held it in 16 quarters since.
Global Wealth Strategies & Associates's Eli Lilly position peaked at $568K in Q2 2024.
428 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.