Howard Wealth Management
LLY icon

Howard Wealth Management’s Eli Lilly LLY Stock Holding History

Howard 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 		$736K Sell
635
-6
-0.9% -$7.08K 0.27% 69
2026
Q2 		$769K Sell
641
-6
-0.9% -$6.13K 0.28% 68
2026
Q1 		$596K Buy
647
+15
+2% +$15.2K 0.25% 77
2025
Q4 		$680K Sell
632
-5
-0.8% -$4.78K 0.3% 69
2025
Q3 		$486K Sell
637
-19
-3% -$14.1K 0.22% 81
2025
Q2 		$511K Sell
656
-9
-1% -$6.99K 0.26% 78
2025
Q1 		$549K Buy
665
+7
+1% +$5.82K 0.31% 72
2024
Q4 		$508K Buy
658
+5
+0.8% +$4.14K 0.28% 72
2024
Q3 		$578K Buy
653
+4
+0.6% +$3.6K 0.34% 65
2024
Q2 		$588K Hold
649
– – 0.46% 53
2024
Q1 		$505K Buy
+649
New +$462K 0.41% 54
2020
Q1 		– Sell
-650
Closed -$85K – 319
2019
Q4 		$85K Buy
+650
New +$75.3K 0.07% 148

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Howard Wealth Management's LLY Position: Q3 2026 in Review

Howard Wealth Management reduced its Eli Lilly (LLY) stake by 0.94% in Q3 2026, selling an estimated $7.08K and leaving 635 shares worth $736K. The position accounts for 0.27% of the portfolio, ranked #69.

Howard Wealth Management first reported a position in LLY in Q4 2019 and has held it in 12 quarters since. The position peaked at $769K in Q2 2026. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Howard Wealth Management held 635 shares of Eli Lilly worth $736K as of Q3 2026.
  • Howard Wealth Management sold 6 Eli Lilly shares in Q3 2026, an estimated $7.08K.
  • Eli Lilly made up 0.27% of Howard Wealth Management's portfolio in Q3 2026, its #69 holding.
  • Howard Wealth Management first reported a position in Eli Lilly in Q4 2019 and has held it in 12 quarters since.
  • Howard Wealth Management's Eli Lilly position peaked at $769K in Q2 2026.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.