NWF Advisory Services
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NWF Advisory Services’s Eli Lilly LLY Stock Holding History

NWF Advisory Services’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 		$2.53M Buy
2,183
+47
+2% +$55.5K 0.24% 79
2026
Q2 		$2.56M Buy
2,136
+159
+8% +$162K 0.24% 79
2026
Q1 		$1.82M Sell
1,977
-89
-4% -$90.2K 0.21% 87
2025
Q4 		$2.22M Buy
2,066
+33
+2% +$31.6K 0.25% 73
2025
Q3 		$1.55M Buy
2,033
+59
+3% +$43.9K 0.17% 104
2025
Q2 		$1.54M Buy
1,974
+1,002
+103% +$779K 0.18% 95
2025
Q1 		$803K Buy
972
+129
+15% +$107K 0.11% 125
2024
Q4 		$651K Sell
843
-941
-53% -$779K 0.1% 111
2024
Q3 		$1.58M Buy
1,784
+301
+20% +$271K 0.23% 80
2024
Q2 		$1.34M Buy
1,483
+206
+16% +$165K 0.21% 79
2024
Q1 		$994K Buy
1,277
+138
+12% +$98.2K 0.17% 103
2023
Q4 		$664K Buy
1,139
+13
+1% +$7.59K 0.13% 125
2023
Q3 		$605K Sell
1,126
-2
-0.2% -$1.03K 0.14% 117
2023
Q2 		$529K Hold
1,128
– – 0.12% 135
2023
Q1 		$529K Buy
+1,128
New +$380K 0.12% 134

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

NWF Advisory Services's LLY Position: Q3 2026 in Review

NWF Advisory Services increased its Eli Lilly (LLY) stake by 2.2% in Q3 2026, buying an estimated $55.5K and bringing the position to 2,183 shares worth $2.53M. The position accounts for 0.24% of the portfolio, ranked #79.

NWF Advisory Services first reported a position in LLY in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.56M in Q2 2026. 1,059 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • NWF Advisory Services held 2,183 shares of Eli Lilly worth $2.53M as of Q3 2026.
  • NWF Advisory Services bought 47 Eli Lilly shares in Q3 2026, an estimated $55.5K.
  • Eli Lilly made up 0.24% of NWF Advisory Services's portfolio in Q3 2026, its #79 holding.
  • NWF Advisory Services first reported a position in Eli Lilly in Q1 2023 and has held it in 15 quarters since.
  • NWF Advisory Services's Eli Lilly position peaked at $2.56M in Q2 2026.
  • 1,059 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.