Grey Fox Wealth Advisors
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Grey Fox Wealth Advisors’s Eli Lilly LLY Stock Holding History

Grey Fox 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 		$1.27M Sell
1,102
-87
-7% -$103K 0.19% 69
2026
Q2 		$1.43M Buy
1,189
+180
+18% +$184K 0.22% 60
2026
Q1 		$928K Buy
1,009
+50
+5% +$50.7K 0.18% 68
2025
Q4 		$1.03M Sell
959
-43
-4% -$41.1K 0.21% 63
2025
Q3 		$765K Buy
1,002
+5
+0.5% +$3.72K 0.16% 71
2025
Q2 		$777K Hold
997
– – 0.19% 69
2025
Q1 		$823K Buy
997
+44
+5% +$36.6K 0.22% 65
2024
Q4 		$735K Buy
953
+1
+0.1% +$828 0.2% 72
2024
Q3 		$844K Hold
952
– – 0.24% 61
2024
Q2 		$862K Buy
+952
New +$762K 0.3% 50
2023
Q2 		– Sell
-138
Closed -$47.4K – 333
2023
Q1 		$47.4K Buy
138
+9
+7% +$3.04K 0.03% 189
2022
Q4 		$47.2K Buy
+129
New +$45.7K 0.03% 170

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Grey Fox Wealth Advisors's LLY Position: Q3 2026 in Review

Grey Fox Wealth Advisors reduced its Eli Lilly (LLY) stake by 7.3% in Q3 2026, selling an estimated $103K and leaving 1,102 shares worth $1.27M. The position accounts for 0.19% of the portfolio, ranked #69.

Grey Fox Wealth Advisors first reported a position in LLY in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.43M in Q2 2026. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Grey Fox Wealth Advisors held 1,102 shares of Eli Lilly worth $1.27M as of Q3 2026.
  • Grey Fox Wealth Advisors sold 87 Eli Lilly shares in Q3 2026, an estimated $103K.
  • Eli Lilly made up 0.19% of Grey Fox Wealth Advisors's portfolio in Q3 2026, its #69 holding.
  • Grey Fox Wealth Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 12 quarters since.
  • Grey Fox Wealth Advisors's Eli Lilly position peaked at $1.43M in Q2 2026.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.