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Green Ridge Wealth Planning’s Eli Lilly LLY Stock Holding History

Green Ridge Wealth Planning’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 		$913K Sell
789
-107
-12% -$126K 0.37% 35
2026
Q2 		$1.07M Hold
896
– – 0.45% 35
2026
Q1 		$824K Buy
896
+35
+4% +$35.5K 0.43% 33
2025
Q4 		$925K Buy
+861
New +$823K 0.47% 32

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
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
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Green Ridge Wealth Planning's LLY Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Eli Lilly (LLY) stake by 12% in Q3 2026, selling an estimated $126K and leaving 789 shares worth $913K. The position accounts for 0.37% of the portfolio, ranked #35.

Green Ridge Wealth Planning first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.07M in Q2 2026. 162 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Green Ridge Wealth Planning held 789 shares of Eli Lilly worth $913K as of Q3 2026.
  • Green Ridge Wealth Planning sold 107 Eli Lilly shares in Q3 2026, an estimated $126K.
  • Eli Lilly made up 0.37% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #35 holding.
  • Green Ridge Wealth Planning first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's Eli Lilly position peaked at $1.07M in Q2 2026.
  • 162 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.