Miller Wealth Advisors’s Eli Lilly LLY Stock Holding History

Miller Wealth Advisors’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	$116K	Hold	100	–	–	0.04%	26
2026 Q2	$120K	Hold	100	–	–	0.05%	27
2026 Q1	$92K	Hold	100	–	–	0.04%	26
2025 Q4	$107K	Hold	100	–	–	0.04%	25
2025 Q3	$76.3K	Hold	100	–	–	0.03%	30
2025 Q2	$78K	Hold	100	–	–	0.04%	27
2025 Q1	$82.6K	Hold	100	–	–	0.05%	26
2024 Q4	$77.2K	Hold	100	–	–	0.04%	26
2024 Q3	$91.7K	Hold	100	–	–	0.05%	22
2024 Q2	$90.5K	Hold	100	–	–	0.05%	24
2024 Q1	$77.8K	Hold	100	–	–	0.05%	27
2023 Q4	$58.3K	Hold	100	–	–	0.04%	28
2023 Q3	$53.7K	Hold	100	–	–	0.04%	26
2023 Q2	$46.9K	Sell	100 -12	-11%	-$5.03K	0.03%	24
2023 Q1	$6K	Buy	112 +12	+12%	+$4.05K	0.03%	49
2022 Q4	$37K	Hold	100	–	–	0.03%	31
2022 Q3	$32K	Hold	100	–	–	0.03%	46
2022 Q2	$32K	Hold	100	–	–	0.03%	34
2022 Q1	$29K	Hold	100	–	–	0.02%	38
2021 Q4	$28K	Buy	+100	New	+$25.4K	0.02%	40

Other funds holding LLY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Miller Wealth Advisors's LLY Position: Q3 2026 in Review

Miller Wealth Advisors held its Eli Lilly (LLY) position steady in Q3 2026 at 100 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #26.

Miller Wealth Advisors first reported a position in LLY in Q4 2021 and has held it in 20 quarters since. The position peaked at $120K in Q2 2026. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Miller Wealth Advisors held 100 shares of Eli Lilly worth $116K as of Q3 2026.
Miller Wealth Advisors left its Eli Lilly share count unchanged in Q3 2026.
Eli Lilly made up 0.04% of Miller Wealth Advisors's portfolio in Q3 2026, its #26 holding.
Miller Wealth Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 20 quarters since.
Miller Wealth Advisors's Eli Lilly position peaked at $120K in Q2 2026.
3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Miller Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.