Gratus Wealth Advisors’s Eli Lilly LLY Stock Holding History

Gratus Wealth Advisors’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	$2.05M	Sell	1,769 -44	-2%	-$51.9K	0.26%	35
2026 Q2	$2.17M	Sell	1,813 -1	-0.1%	-$1.02K	0.28%	34
2026 Q1	$1.67M	Buy	1,814 +14	+0.8%	+$14.2K	0.24%	34
2025 Q4	$1.93M	Buy	1,800 +69	+4%	+$66K	0.27%	32
2025 Q3	$1.32M	Sell	1,731 -6	-0.3%	-$4.46K	0.19%	48
2025 Q2	$1.35M	Buy	1,737 +89	+5%	+$69.2K	0.21%	45
2025 Q1	$1.36M	Sell	1,648 -26	-2%	-$21.6K	0.22%	40
2024 Q4	$1.29M	Sell	1,674 -47	-3%	-$38.9K	0.21%	46
2024 Q3	$1.55M	Buy	1,721 +434	+34%	+$390K	0.25%	43
2024 Q2	$1.1M	Buy	1,287 +114	+10%	+$91.2K	0.19%	47
2024 Q1	$875K	Sell	1,173 -208	-15%	-$148K	0.16%	62
2023 Q4	$805K	Buy	+1,381	New	+$806K	0.16%	63

Other funds holding LLY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Gratus Wealth Advisors's LLY Position: Q3 2026 in Review

Gratus Wealth Advisors reduced its Eli Lilly (LLY) stake by 2.4% in Q3 2026, selling an estimated $51.9K and leaving 1,769 shares worth $2.05M. The position accounts for 0.26% of the portfolio, ranked #35.

Gratus Wealth Advisors first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.17M in Q2 2026. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Gratus Wealth Advisors held 1,769 shares of Eli Lilly worth $2.05M as of Q3 2026.
Gratus Wealth Advisors sold 44 Eli Lilly shares in Q3 2026, an estimated $51.9K.
Eli Lilly made up 0.26% of Gratus Wealth Advisors's portfolio in Q3 2026, its #35 holding.
Gratus Wealth Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
Gratus Wealth Advisors's Eli Lilly position peaked at $2.17M in Q2 2026.
2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.