Grant Private Wealth Management’s Eli Lilly LLY Stock Holding History

Grant Private 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	$2.54M	Buy	2,194 +933	+74%	+$1.1M	1.14%	16
2026 Q2	$1.51M	Buy	1,261 +85	+7%	+$86.8K	0.64%	31
2026 Q1	$1.08M	Buy	1,176 +238	+25%	+$241K	0.57%	39
2025 Q4	$1.01M	Sell	938 -16	-2%	-$15.3K	0.61%	36
2025 Q3	$728K	Buy	954 +518	+119%	+$385K	0.45%	44
2025 Q2	$340K	Sell	436 -423	-49%	-$329K	0.19%	51
2025 Q1	$709K	Buy	859 +469	+120%	+$390K	0.77%	36
2024 Q4	$301K	Buy	+390	New	+$323K	0.32%	84

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Grant Private Wealth Management's LLY Position: Q3 2026 in Review

Grant Private Wealth Management increased its Eli Lilly (LLY) stake by 74% in Q3 2026, buying an estimated $1.1M and bringing the position to 2,194 shares worth $2.54M. The position accounts for 1.14% of the portfolio, ranked #16.

Grant Private Wealth Management first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Grant Private Wealth Management held 2,194 shares of Eli Lilly worth $2.54M as of Q3 2026.
Grant Private Wealth Management bought 933 Eli Lilly shares in Q3 2026, an estimated $1.1M.
Eli Lilly made up 1.14% of Grant Private Wealth Management's portfolio in Q3 2026, its #16 holding.
Grant Private Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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