Members Wealth
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Members Wealth’s Eli Lilly LLY Stock Holding History

Members Wealth’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 		$906K Buy
762
+21
+3% +$24.8K 0.45% 43
2026
Q2 		$889K Buy
741
+13
+2% +$13.3K 0.49% 42
2026
Q1 		$670K Sell
728
-21
-3% -$21.3K 0.4% 43
2025
Q4 		$796K Sell
749
-69
-8% -$66K 0.5% 39
2025
Q3 		$676K Buy
+818
New +$609K 0.43% 47
2025
Q1 		$696K Buy
843
+23
+3% +$19.1K 0.53% 46
2024
Q4 		$716K Buy
+820
New +$679K 0.53% 43
2024
Q2 		$679K Buy
+873
New +$698K 0.46% 44

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

Members Wealth's LLY Position: Q3 2026 in Review

Members Wealth increased its Eli Lilly (LLY) stake by 2.8% in Q3 2026, buying an estimated $24.8K and bringing the position to 762 shares worth $906K. The position accounts for 0.45% of the portfolio, ranked #43.

Members Wealth first reported a position in LLY in Q2 2024 and has held it in 8 quarters since. 2,091 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Members Wealth held 762 shares of Eli Lilly worth $906K as of Q3 2026.
  • Members Wealth bought 21 Eli Lilly shares in Q3 2026, an estimated $24.8K.
  • Eli Lilly made up 0.45% of Members Wealth's portfolio in Q3 2026, its #43 holding.
  • Members Wealth first reported a position in Eli Lilly in Q2 2024 and has held it in 8 quarters since.
  • 2,091 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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