Jackson Thornton Wealth Management
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Jackson Thornton Wealth Management’s Eli Lilly LLY Stock Holding History

Jackson Thornton Wealth Management’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 		$2M Sell
1,729
-37
-2% -$43.7K 0.15% 40
2026
Q2 		$2.12M Buy
1,766
+353
+25% +$361K 0.17% 40
2026
Q1 		$1.33M Buy
1,413
+45
+3% +$45.6K 0.12% 50
2025
Q4 		$1.46M Buy
1,368
+218
+19% +$208K 0.14% 41
2025
Q3 		$973K Buy
1,150
+506
+79% +$377K 0.1% 49
2025
Q2 		$501K Sell
644
-86
-12% -$66.8K 0.06% 55
2025
Q1 		$613K Sell
730
-49
-6% -$40.8K 0.08% 49
2024
Q4 		$601K Buy
779
+213
+38% +$176K 0.08% 46
2024
Q3 		$501K Sell
566
-1
-0.2% -$899 0.07% 43
2024
Q2 		$513K Buy
567
+7
+1% +$5.6K 0.08% 39
2024
Q1 		$436K Sell
560
-7
-1% -$4.98K 0.07% 36
2023
Q4 		$331K Sell
567
-15
-3% -$8.76K 0.06% 38
2023
Q3 		$313K Sell
582
-43
-7% -$22.2K 0.06% 33
2023
Q2 		$293K Buy
+625
New +$262K 0.06% 31
2023
Q1 		– Sell
-1,030
Closed -$377K – 37
2022
Q4 		$377K Buy
+1,030
New +$365K 0.09% 25
2022
Q3 		– Sell
-624
Closed -$202K – 33
2022
Q2 		$202K Buy
+624
New +$187K 0.06% 27

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
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Jackson Thornton Wealth Management's LLY Position: Q3 2026 in Review

Jackson Thornton Wealth Management reduced its Eli Lilly (LLY) stake by 2.1% in Q3 2026, selling an estimated $43.7K and leaving 1,729 shares worth $2M. The position accounts for 0.15% of the portfolio, ranked #40.

Jackson Thornton Wealth Management first reported a position in LLY in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.12M in Q2 2026. 3,580 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Jackson Thornton Wealth Management held 1,729 shares of Eli Lilly worth $2M as of Q3 2026.
  • Jackson Thornton Wealth Management sold 37 Eli Lilly shares in Q3 2026, an estimated $43.7K.
  • Eli Lilly made up 0.15% of Jackson Thornton Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Jackson Thornton Wealth Management first reported a position in Eli Lilly in Q2 2022 and has held it in 16 quarters since.
  • Jackson Thornton Wealth Management's Eli Lilly position peaked at $2.12M in Q2 2026.
  • 3,580 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.