JDH Wealth Management
LLY icon

JDH Wealth Management’s Eli Lilly LLY Stock Holding History

JDH 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 		$327K Sell
283
-11
-4% -$13K 0.2% 44
2026
Q2 		$353K Sell
294
-4
-1% -$4.09K 0.21% 42
2026
Q1 		$274K Buy
+298
New +$302K 0.18% 44

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

JDH Wealth Management's LLY Position: Q3 2026 in Review

JDH Wealth Management reduced its Eli Lilly (LLY) stake by 3.7% in Q3 2026, selling an estimated $13K and leaving 283 shares worth $327K. The position accounts for 0.2% of the portfolio, ranked #44.

JDH Wealth Management first reported a position in LLY in Q1 2026 and has held it in 3 quarters since. The position peaked at $353K in Q2 2026. 2,688 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • JDH Wealth Management held 283 shares of Eli Lilly worth $327K as of Q3 2026.
  • JDH Wealth Management sold 11 Eli Lilly shares in Q3 2026, an estimated $13K.
  • Eli Lilly made up 0.2% of JDH Wealth Management's portfolio in Q3 2026, its #44 holding.
  • JDH Wealth Management first reported a position in Eli Lilly in Q1 2026 and has held it in 3 quarters since.
  • JDH Wealth Management's Eli Lilly position peaked at $353K in Q2 2026.
  • 2,688 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.