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

Lodestone 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 		$450K Buy
389
+35
+10% +$41.3K 0.15% 127
2026
Q2 		$425K Sell
354
-9
-2% -$9.2K 0.15% 126
2026
Q1 		$334K Buy
363
+21
+6% +$21.3K 0.13% 139
2025
Q4 		$367K Sell
342
-26
-7% -$24.9K 0.15% 127
2025
Q3 		$281K Buy
368
+53
+17% +$39.4K 0.13% 146
2025
Q2 		$245K Sell
315
-54
-15% -$42K 0.12% 149
2025
Q1 		$305K Sell
369
-3
-0.8% -$2.5K 0.16% 121
2024
Q4 		$287K Sell
372
-53
-12% -$43.9K 0.14% 120
2024
Q3 		$376K Sell
425
-56
-12% -$50.3K 0.19% 103
2024
Q2 		$436K Sell
481
-17
-3% -$13.6K 0.23% 103
2024
Q1 		$387K Sell
498
-63
-11% -$44.8K 0.2% 108
2023
Q4 		$327K Buy
561
+63
+13% +$36.8K 0.19% 113
2023
Q3 		$267K Sell
498
-3
-0.6% -$1.55K 0.19% 111
2023
Q2 		$235K Buy
+501
New +$210K 0.16% 123
2023
Q1 		– Sell
-550
Closed -$201K – 126
2022
Q4 		$201K Buy
+550
New +$195K 0.16% 118

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 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
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

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

Lodestone Wealth Management increased its Eli Lilly (LLY) stake by 9.9% in Q3 2026, buying an estimated $41.3K and bringing the position to 389 shares worth $450K. The position accounts for 0.15% of the portfolio, ranked #127.

Lodestone Wealth Management first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 2,091 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Lodestone Wealth Management held 389 shares of Eli Lilly worth $450K as of Q3 2026.
  • Lodestone Wealth Management bought 35 Eli Lilly shares in Q3 2026, an estimated $41.3K.
  • Eli Lilly made up 0.15% of Lodestone Wealth Management's portfolio in Q3 2026, its #127 holding.
  • Lodestone Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 2,091 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.