KFA Private Wealth Group’s Eli Lilly LLY Stock Holding History

KFA Private Wealth Group’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	$527K	Buy	455 +3	+0.7%	+$3.54K	0.12%	77
2026 Q2	$542K	Sell	452 -27	-6%	-$27.6K	0.13%	73
2026 Q1	$441K	Hold	479	–	–	0.11%	93
2025 Q4	$515K	Buy	479 +105	+28%	+$100K	0.13%	79
2025 Q3	$286K	Buy	374 +2	+0.5%	+$1.49K	0.08%	112
2025 Q2	$290K	Sell	372 -10	-3%	-$7.77K	0.09%	106
2025 Q1	$316K	Buy	382 +25	+7%	+$20.8K	0.11%	80
2024 Q4	$275K	Buy	357 +13	+4%	+$10.8K	0.12%	73
2024 Q3	$305K	Sell	344 -1	-0.3%	-$899	0.15%	62
2024 Q2	$312K	Buy	345 +69	+25%	+$55.2K	0.16%	61
2024 Q1	$215K	Buy	+276	New	+$196K	0.07%	97

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

KFA Private Wealth Group's LLY Position: Q3 2026 in Review

KFA Private Wealth Group increased its Eli Lilly (LLY) stake by 0.66% in Q3 2026, buying an estimated $3.54K and bringing the position to 455 shares worth $527K. The position accounts for 0.12% of the portfolio, ranked #77.

KFA Private Wealth Group first reported a position in LLY in Q1 2024 and has held it in 11 quarters since. The position peaked at $542K in Q2 2026. 960 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

KFA Private Wealth Group held 455 shares of Eli Lilly worth $527K as of Q3 2026.
KFA Private Wealth Group bought 3 Eli Lilly shares in Q3 2026, an estimated $3.54K.
Eli Lilly made up 0.12% of KFA Private Wealth Group's portfolio in Q3 2026, its #77 holding.
KFA Private Wealth Group first reported a position in Eli Lilly in Q1 2024 and has held it in 11 quarters since.
KFA Private Wealth Group's Eli Lilly position peaked at $542K in Q2 2026.
960 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.