Jeppson Wealth Management
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Jeppson Wealth Management’s Eli Lilly LLY Stock Holding History

Jeppson 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 		$4.3M Sell
3,717
-126
-3% -$149K 1.23% 14
2026
Q2 		$4.61M Sell
3,843
-291
-7% -$297K 1.36% 14
2026
Q1 		$3.8M Sell
4,134
-49
-1% -$49.7K 1.19% 16
2025
Q4 		$4.5M Sell
4,183
-155
-4% -$148K 1.42% 14
2025
Q3 		$3.31M Sell
4,338
-201
-4% -$150K 1.06% 20
2025
Q2 		$3.54M Sell
4,539
-379
-8% -$295K 1.22% 17
2025
Q1 		$4.06M Sell
4,918
-335
-6% -$279K 1.49% 11
2024
Q4 		$4.06M Sell
5,253
-100
-2% -$82.8K 1.47% 12
2024
Q3 		$4.74M Sell
5,353
-84
-2% -$75.5K 1.7% 10
2024
Q2 		$4.92M Sell
5,437
-214
-4% -$171K 1.88% 9
2024
Q1 		$4.4M Sell
5,651
-629
-10% -$448K 1.71% 10
2023
Q4 		$3.66M Sell
6,280
-281
-4% -$164K 1.52% 10
2023
Q3 		$3.52M Sell
6,561
-862
-12% -$444K 1.62% 9
2023
Q2 		$3.48M Sell
7,423
-296
-4% -$124K 1.51% 11
2023
Q1 		$2.65M Sell
7,719
-763
-9% -$257K 1.15% 18
2022
Q4 		$3.1M Sell
8,482
-295
-3% -$105K 1.31% 13
2022
Q3 		$2.84M Sell
8,777
-50
-0.6% -$15.8K 1.29% 12
2022
Q2 		$2.86M Sell
8,827
-240
-3% -$72K 1.23% 14
2022
Q1 		$2.6M Sell
9,067
-65
-0.7% -$16.7K 1.21% 16
2021
Q4 		$2.52M Sell
9,132
-289
-3% -$73.3K 1.22% 16
2021
Q3 		$2.18M Sell
9,421
-115
-1% -$28.4K 1.13% 17
2021
Q2 		$2.19M Sell
9,536
-250
-3% -$50.2K 1.19% 16
2021
Q1 		$1.83M Sell
9,786
-165
-2% -$32.3K 1.09% 19
2020
Q4 		$1.68M Hold
9,951
– – 1.12% 18
2020
Q3 		$1.47M Buy
+9,951
New +$1.54M 1.15% 14

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
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

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

Jeppson Wealth Management reduced its Eli Lilly (LLY) stake by 3.3% in Q3 2026, selling an estimated $149K and leaving 3,717 shares worth $4.3M. The position accounts for 1.23% of the portfolio, ranked #14.

Jeppson Wealth Management first reported a position in LLY in Q3 2020 and has held it in 25 quarters since. The position peaked at $4.92M in Q2 2024. 1,142 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Jeppson Wealth Management held 3,717 shares of Eli Lilly worth $4.3M as of Q3 2026.
  • Jeppson Wealth Management sold 126 Eli Lilly shares in Q3 2026, an estimated $149K.
  • Eli Lilly made up 1.23% of Jeppson Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Jeppson Wealth Management first reported a position in Eli Lilly in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Eli Lilly position peaked at $4.92M in Q2 2024.
  • 1,142 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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