Leo Wealth LLC
LLY icon

Leo Wealth LLC’s Eli Lilly LLY Stock Holding History

Leo Wealth LLC’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 		$2.09M Buy
+1,811
New +$2.14M 0.44% 51
2026
Q1 		$3.13M Buy
3,398
+291
+9% +$295K 0.23% 86
2025
Q4 		$3.34M Buy
3,107
+1,100
+55% +$1.05M 0.24% 77
2025
Q3 		$1.53M Sell
2,007
-2,099
-51% -$1.56M 0.2% 89
2025
Q2 		$3.19M Buy
4,106
+798
+24% +$620K 0.25% 78
2025
Q1 		$2.73M Sell
3,308
-506
-13% -$421K 0.39% 53
2024
Q4 		$2.94M Buy
3,814
+922
+32% +$763K 0.26% 69
2024
Q3 		$2.56M Sell
2,892
-623
-18% -$560K 0.23% 73
2024
Q2 		$3.19M Sell
3,515
-2,412
-41% -$1.93M 0.33% 57
2024
Q1 		$4.55M Buy
5,927
+171
+3% +$122K 0.47% 39
2023
Q4 		$3.85M Buy
+5,756
New +$3.36M 0.4% 42

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

Leo Wealth LLC's LLY Position: Q3 2026 in Review

Leo Wealth LLC opened a new position in Eli Lilly (LLY) in Q3 2026: 1,811 shares worth $2.09M. The stake represents 0.44% of the portfolio and ranks #51 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in LLY as recently as Q1 2026.

Leo Wealth LLC first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.55M in Q1 2024. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Leo Wealth LLC held 1,811 shares of Eli Lilly worth $2.09M as of Q3 2026.
  • Eli Lilly was a new Leo Wealth LLC position in Q3 2026.
  • Eli Lilly made up 0.44% of Leo Wealth LLC's portfolio in Q3 2026, its #51 holding.
  • Leo Wealth LLC first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • Leo Wealth LLC's Eli Lilly position peaked at $4.55M in Q1 2024.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Leo Wealth LLC's 13F filing for Q3 2026, filed 26 Oct 2026.