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Integrated Financial Solutions’s Eli Lilly LLY Stock Holding History

Integrated Financial Solutions’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 		$346K Sell
299
-143
-32% -$169K 0.18% 32
2026
Q2 		$530K Buy
+442
New +$452K 0.29% 27

Other funds holding LLY

SC
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
EB
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

Integrated Financial Solutions's LLY Position: Q3 2026 in Review

Integrated Financial Solutions reduced its Eli Lilly (LLY) stake by 32% in Q3 2026, selling an estimated $169K and leaving 299 shares worth $346K. The position accounts for 0.18% of the portfolio, ranked #32.

Integrated Financial Solutions first reported a position in LLY in Q2 2026 and has held it in 2 quarters since. The position peaked at $530K in Q2 2026. 255 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Integrated Financial Solutions held 299 shares of Eli Lilly worth $346K as of Q3 2026.
  • Integrated Financial Solutions sold 143 Eli Lilly shares in Q3 2026, an estimated $169K.
  • Eli Lilly made up 0.18% of Integrated Financial Solutions's portfolio in Q3 2026, its #32 holding.
  • Integrated Financial Solutions first reported a position in Eli Lilly in Q2 2026 and has held it in 2 quarters since.
  • Integrated Financial Solutions's Eli Lilly position peaked at $530K in Q2 2026.
  • 255 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Integrated Financial Solutions's 13F filing for Q3 2026, filed 9 Oct 2026.