Mindset Wealth Management’s Eli Lilly LLY Stock Holding History

Mindset 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	$1.53M	Buy	1,326 +24	+2%	+$28.3K	0.27%	34
2026 Q2	$1.56M	Buy	1,302 +39	+3%	+$39.8K	0.3%	36
2026 Q1	$1.16M	Buy	1,263 +1	+0.1%	+$1.01K	0.31%	38
2025 Q4	$1.36M	Buy	1,262 +17	+1%	+$16.3K	0.36%	29
2025 Q3	$950K	Buy	1,245 +65	+6%	+$48.4K	0.26%	38
2025 Q2	$920K	Sell	1,180 -32	-3%	-$24.9K	0.3%	32
2025 Q1	$1M	Buy	1,212 +8	+0.7%	+$6.66K	0.39%	25
2024 Q4	$930K	Sell	1,204 -8	-0.7%	-$6.62K	0.34%	22
2024 Q3	$1.07M	Buy	+1,212	New	+$1.09M	0.44%	16

Other funds holding LLY

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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

Mindset Wealth Management increased its Eli Lilly (LLY) stake by 1.8% in Q3 2026, buying an estimated $28.3K and bringing the position to 1,326 shares worth $1.53M. The position accounts for 0.27% of the portfolio, ranked #34.

Mindset Wealth Management first reported a position in LLY in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.56M in Q2 2026. 1,047 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Mindset Wealth Management held 1,326 shares of Eli Lilly worth $1.53M as of Q3 2026.
Mindset Wealth Management bought 24 Eli Lilly shares in Q3 2026, an estimated $28.3K.
Eli Lilly made up 0.27% of Mindset Wealth Management's portfolio in Q3 2026, its #34 holding.
Mindset Wealth Management first reported a position in Eli Lilly in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Eli Lilly position peaked at $1.56M in Q2 2026.
1,047 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.