IWN
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Independent Wealth Network’s Eli Lilly LLY Stock Holding History

Independent Wealth Network’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 		$738K Buy
638
+108
+20% +$127K 0.19% 148
2026
Q2 		$636K Buy
530
+13
+3% +$13.3K 0.16% 160
2026
Q1 		$476K Buy
517
+18
+4% +$18.2K 0.14% 171
2025
Q4 		$536K Buy
499
+18
+4% +$17.2K 0.16% 141
2025
Q3 		$367K Sell
481
-4
-0.8% -$2.98K 0.12% 188
2025
Q2 		$378K Sell
485
-2
-0.4% -$1.55K 0.14% 168
2025
Q1 		$402K Sell
487
-52
-10% -$43.3K 0.16% 148
2024
Q4 		$416K Sell
539
-213
-28% -$176K 0.17% 143
2024
Q3 		$666K Buy
752
+74
+11% +$66.5K 0.29% 87
2024
Q2 		$614K Buy
678
+215
+46% +$172K 0.29% 90
2024
Q1 		$360K Buy
463
+18
+4% +$12.8K 0.17% 147
2023
Q4 		$259K Buy
445
+10
+2% +$5.84K 0.14% 164
2023
Q3 		$234K Sell
435
-14
-3% -$7.21K 0.14% 165
2023
Q2 		$211K Buy
+449
New +$188K 0.13% 185

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

Independent Wealth Network's LLY Position: Q3 2026 in Review

Independent Wealth Network increased its Eli Lilly (LLY) stake by 20% in Q3 2026, buying an estimated $127K and bringing the position to 638 shares worth $738K. The position accounts for 0.19% of the portfolio, ranked #148.

Independent Wealth Network first reported a position in LLY in Q2 2023 and has held it in 14 quarters since. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Independent Wealth Network held 638 shares of Eli Lilly worth $738K as of Q3 2026.
  • Independent Wealth Network bought 108 Eli Lilly shares in Q3 2026, an estimated $127K.
  • Eli Lilly made up 0.19% of Independent Wealth Network's portfolio in Q3 2026, its #148 holding.
  • Independent Wealth Network first reported a position in Eli Lilly in Q2 2023 and has held it in 14 quarters since.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.