Insight Wealth Partners’s Eli Lilly LLY Stock Holding History

Insight Wealth Partners’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	$231K	Sell	199 -56	-22%	-$66.1K	0.03%	130
2026 Q2	$306K	Sell	255 -52	-17%	-$53.1K	0.04%	109
2026 Q1	$283K	Hold	307	–	–	0.04%	99
2025 Q4	$330K	Buy	307 +13	+4%	+$12.4K	0.05%	86
2025 Q3	$224K	Sell	294 -94	-24%	-$70K	0.07%	108
2025 Q2	$302K	Sell	388 -3	-0.8%	-$2.33K	0.12%	86
2025 Q1	$323K	Sell	391 -19	-5%	-$15.8K	0.05%	86
2024 Q4	$316K	Sell	410 -398	-49%	-$330K	0.04%	82
2024 Q3	$716K	Sell	808 -2	-0.2%	-$1.8K	0.14%	55
2024 Q2	$734K	Buy	810 +525	+184%	+$420K	0.13%	46
2024 Q1	$222K	Buy	+285	New	+$203K	0.04%	83

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Insight Wealth Partners's LLY Position: Q3 2026 in Review

Insight Wealth Partners reduced its Eli Lilly (LLY) stake by 22% in Q3 2026, selling an estimated $66.1K and leaving 199 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #130.

Insight Wealth Partners first reported a position in LLY in Q1 2024 and has held it in 11 quarters since. The position peaked at $734K in Q2 2024. 3,729 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Insight Wealth Partners held 199 shares of Eli Lilly worth $231K as of Q3 2026.
Insight Wealth Partners sold 56 Eli Lilly shares in Q3 2026, an estimated $66.1K.
Eli Lilly made up 0.03% of Insight Wealth Partners's portfolio in Q3 2026, its #130 holding.
Insight Wealth Partners first reported a position in Eli Lilly in Q1 2024 and has held it in 11 quarters since.
Insight Wealth Partners's Eli Lilly position peaked at $734K in Q2 2024.
3,729 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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