Insight Wealth Strategies’s Eli Lilly LLY Stock Holding History

Insight Wealth Strategies’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	$336K	Buy	290 +17	+6%	+$20.1K	0.03%	153
2026 Q2	$325K	Buy	273 +15	+6%	+$15.3K	0.03%	151
2026 Q1	$237K	Buy	258 +16	+7%	+$16.2K	0.03%	165
2025 Q4	$260K	Buy	+242	New	+$231K	0.03%	157
2024 Q3	–	Sell	-222	Closed	-$201K	–	168
2024 Q2	$201K	Buy	+222	New	+$178K	0.03%	155
2019 Q2	–	Sell	-13,371	Closed	-$1.74M	–	164
2019 Q1	$1.74M	Buy	13,371 +453	+4%	+$55.1K	0.48%	40
2018 Q4	$1.5M	Buy	+12,918	New	+$1.44M	0.46%	34

Other funds holding LLY

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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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

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

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

Insight Wealth Strategies increased its Eli Lilly (LLY) stake by 6.2% in Q3 2026, buying an estimated $20.1K and bringing the position to 290 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #153.

Insight Wealth Strategies first reported a position in LLY in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.74M in Q1 2019. 255 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Insight Wealth Strategies held 290 shares of Eli Lilly worth $336K as of Q3 2026.
Insight Wealth Strategies bought 17 Eli Lilly shares in Q3 2026, an estimated $20.1K.
Eli Lilly made up 0.03% of Insight Wealth Strategies's portfolio in Q3 2026, its #153 holding.
Insight Wealth Strategies first reported a position in Eli Lilly in Q4 2018 and has held it in 7 quarters since.
Insight Wealth Strategies's Eli Lilly position peaked at $1.74M in Q1 2019.
255 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.