IVC Wealth Advisors
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IVC Wealth Advisors’s Eli Lilly LLY Stock Holding History

IVC Wealth Advisors’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 		$805K Sell
696
-645
-48% -$761K 0.32% 58
2026
Q2 		$1.61M Buy
1,341
+2
+0.1% +$2.04K 0.63% 32
2026
Q1 		$1.23M Sell
1,339
-92
-6% -$93.3K 0.53% 35
2025
Q4 		$1.54M Buy
1,431
+20
+1% +$19.1K 0.67% 27
2025
Q3 		$1.08M Sell
1,411
-52
-4% -$38.7K 0.48% 43
2025
Q2 		$1.14M Buy
1,463
+29
+2% +$22.5K 0.56% 39
2025
Q1 		$1.18M Buy
1,434
+16
+1% +$13.3K 0.64% 35
2024
Q4 		$1.09M Sell
1,418
-94
-6% -$77.8K 0.61% 36
2024
Q3 		$1.34M Sell
1,512
-311
-17% -$280K 0.73% 33
2024
Q2 		$1.65M Sell
1,823
-422
-19% -$338K 0.92% 22
2024
Q1 		$1.75M Sell
2,245
-60
-3% -$42.7K 1.01% 19
2023
Q4 		$1.34M Sell
2,305
-95
-4% -$55.5K 0.84% 27
2023
Q3 		$1.29M Sell
2,400
-533
-18% -$275K 0.86% 26
2023
Q2 		$1.38M Sell
2,933
-57
-2% -$23.9K 0.87% 26
2023
Q1 		$1.03M Sell
2,990
-5
-0.2% -$1.69K 0.73% 32
2022
Q4 		$1.1M Sell
2,995
-5
-0.2% -$1.77K 0.81% 29
2022
Q3 		$970K Buy
3,000
+9
+0.3% +$2.85K 0.78% 32
2022
Q2 		$970K Sell
2,991
-237
-7% -$71.1K 0.75% 36
2022
Q1 		$924K Buy
3,228
+170
+6% +$43.8K 0.61% 43
2021
Q4 		$845K Sell
3,058
-435
-12% -$110K 0.54% 48
2021
Q3 		$807K Sell
3,493
-150
-4% -$37K 0.56% 51
2021
Q2 		$836K Sell
3,643
-5
-0.1% -$1K 0.59% 48
2021
Q1 		$682K Buy
3,648
+100
+3% +$19.6K 0.54% 51
2020
Q4 		$599K Buy
+3,548
New +$530K 0.57% 52

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

IVC Wealth Advisors's LLY Position: Q3 2026 in Review

IVC Wealth Advisors reduced its Eli Lilly (LLY) stake by 48% in Q3 2026, selling an estimated $761K and leaving 696 shares worth $805K. The position accounts for 0.32% of the portfolio, ranked #58.

IVC Wealth Advisors first reported a position in LLY in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.75M in Q1 2024. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • IVC Wealth Advisors held 696 shares of Eli Lilly worth $805K as of Q3 2026.
  • IVC Wealth Advisors sold 645 Eli Lilly shares in Q3 2026, an estimated $761K.
  • Eli Lilly made up 0.32% of IVC Wealth Advisors's portfolio in Q3 2026, its #58 holding.
  • IVC Wealth Advisors first reported a position in Eli Lilly in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's Eli Lilly position peaked at $1.75M in Q1 2024.
  • 1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.