Northwest Wealth Management
LLY icon

Northwest Wealth Management’s Eli Lilly LLY Stock Holding History

Northwest 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 		$1.28M Buy
1,104
+75
+7% +$88.5K 0.16% 70
2026
Q2 		$1.23M Sell
1,029
-8
-0.8% -$8.17K 0.16% 70
2026
Q1 		$954K Buy
1,037
+171
+20% +$173K 0.14% 74
2025
Q4 		$931K Sell
866
-20
-2% -$19.1K 0.15% 75
2025
Q3 		$676K Buy
886
+35
+4% +$26K 0.11% 93
2025
Q2 		$663K Sell
851
-373
-30% -$290K 0.12% 87
2025
Q1 		$1.01M Buy
1,224
+40
+3% +$33.3K 0.2% 70
2024
Q4 		$914K Buy
1,184
+113
+11% +$93.6K 0.19% 72
2024
Q3 		$949K Sell
1,071
-17
-2% -$15.3K 0.22% 72
2024
Q2 		$985K Buy
1,088
+16
+1% +$12.8K 0.26% 70
2024
Q1 		$834K Buy
1,072
+177
+20% +$126K 0.23% 77
2023
Q4 		$522K Buy
895
+211
+31% +$123K 0.16% 89
2023
Q3 		$367K Sell
684
-3
-0.4% -$1.55K 0.13% 98
2023
Q2 		$322K Sell
687
-33
-5% -$13.8K 0.12% 110
2023
Q1 		$247K Sell
720
-38
-5% -$12.8K 0.09% 128
2022
Q4 		$277K Sell
758
-397
-34% -$141K 0.12% 114
2022
Q3 		$373K Buy
1,155
+89
+8% +$28.2K 0.16% 104
2022
Q2 		$346K Buy
1,066
+158
+17% +$47.4K 0.15% 109
2022
Q1 		$260K Buy
908
+120
+15% +$30.9K 0.13% 113
2021
Q4 		$218K Buy
+788
New +$200K 0.1% 117
2019
Q2 		– Sell
-935
Closed -$121K – 321
2019
Q1 		$121K Hold
935
– – 0.09% 142
2018
Q4 		$108K Hold
935
– – 0.09% 134
2018
Q3 		$100K Hold
935
– – 0.07% 153
2018
Q2 		$80K Hold
935
– – 0.06% 170
2018
Q1 		$72K Buy
+935
New +$75.3K 0.05% 183

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Northwest Wealth Management increased its Eli Lilly (LLY) stake by 7.3% in Q3 2026, buying an estimated $88.5K and bringing the position to 1,104 shares worth $1.28M. The position accounts for 0.16% of the portfolio, ranked #70.

Northwest Wealth Management first reported a position in LLY in Q1 2018 and has held it in 25 quarters since. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Northwest Wealth Management held 1,104 shares of Eli Lilly worth $1.28M as of Q3 2026.
  • Northwest Wealth Management bought 75 Eli Lilly shares in Q3 2026, an estimated $88.5K.
  • Eli Lilly made up 0.16% of Northwest Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Northwest Wealth Management first reported a position in Eli Lilly in Q1 2018 and has held it in 25 quarters since.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.