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

KFG 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 		$1.6M Buy
1,382
+4
+0.3% +$4.72K 0.17% 66
2026
Q2 		$1.65M Buy
1,378
+870
+171% +$889K 0.19% 64
2026
Q1 		$467K Buy
508
+30
+6% +$30.4K 0.06% 142
2025
Q4 		$514K Buy
478
+5
+1% +$4.78K 0.07% 132
2025
Q3 		$361K Buy
473
+16
+4% +$11.9K 0.05% 152
2025
Q2 		$356K Buy
457
+31
+7% +$24.1K 0.06% 147
2025
Q1 		$352K Sell
426
-27
-6% -$22.5K 0.06% 143
2024
Q4 		$350K Sell
453
-93
-17% -$77K 0.07% 130
2024
Q3 		$484K Sell
546
-12
-2% -$10.8K 0.11% 117
2024
Q2 		$505K Buy
558
+50
+10% +$40K 0.2% 90
2024
Q1 		$395K Buy
508
+16
+3% +$11.4K 0.16% 104
2023
Q4 		$287K Sell
492
-100
-17% -$58.4K 0.13% 102
2023
Q3 		$318K Hold
592
– – 0.17% 98
2023
Q2 		$277K Hold
592
– – 0.16% 96
2023
Q1 		$222K Sell
592
-18
-3% -$6.07K 0.15% 86
2022
Q4 		$223K Buy
+610
New +$216K 0.23% 66

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

KFG Wealth Management increased its Eli Lilly (LLY) stake by 0.29% in Q3 2026, buying an estimated $4.72K and bringing the position to 1,382 shares worth $1.6M. The position accounts for 0.17% of the portfolio, ranked #66.

KFG Wealth Management first reported a position in LLY in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.65M in Q2 2026. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • KFG Wealth Management held 1,382 shares of Eli Lilly worth $1.6M as of Q3 2026.
  • KFG Wealth Management bought 4 Eli Lilly shares in Q3 2026, an estimated $4.72K.
  • Eli Lilly made up 0.17% of KFG Wealth Management's portfolio in Q3 2026, its #66 holding.
  • KFG Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 16 quarters since.
  • KFG Wealth Management's Eli Lilly position peaked at $1.65M in Q2 2026.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.