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Olistico Wealth’s Eli Lilly LLY Stock Holding History

Olistico 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 		$2.76M Hold
2,388
– – 1.16% 21
2026
Q2 		$2.86M Buy
2,388
+11
+0.5% +$11.2K 1.23% 22
2026
Q1 		$2.19M Sell
2,377
-21
-0.9% -$21.3K 1.08% 22
2025
Q4 		$2.58M Hold
2,398
– – 1.26% 19
2025
Q3 		$1.83M Sell
2,398
-106
-4% -$78.9K 0.97% 22
2025
Q2 		$1.95M Sell
2,504
-1,068
-30% -$830K 1.08% 19
2025
Q1 		$2.95M Buy
3,572
+203
+6% +$169K 1.82% 11
2024
Q4 		$2.6M Sell
3,369
-288
-8% -$238K 1.51% 15
2024
Q3 		$3.24M Sell
3,657
-228
-6% -$205K 1.98% 11
2024
Q2 		$3.52M Buy
3,885
+135
+4% +$108K 2.24% 9
2024
Q1 		$2.92M Buy
3,750
+751
+25% +$534K 2.11% 11
2023
Q4 		$1.75M Buy
2,999
+552
+23% +$322K 1.37% 17
2023
Q3 		$1.31M Buy
2,447
+65
+3% +$33.5K 1.17% 19
2023
Q2 		$1.12M Sell
2,382
-444
-16% -$186K 0.96% 25
2023
Q1 		$971K Buy
2,826
+137
+5% +$46.2K 0.93% 26
2022
Q4 		$984K Buy
+2,689
New +$953K 1.06% 20

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
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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Olistico Wealth's LLY Position: Q3 2026 in Review

Olistico Wealth held its Eli Lilly (LLY) position steady in Q3 2026 at 2,388 shares worth $2.76M. The position accounts for 1.16% of the portfolio, ranked #21.

Olistico Wealth first reported a position in LLY in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.52M in Q2 2024. 960 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Olistico Wealth held 2,388 shares of Eli Lilly worth $2.76M as of Q3 2026.
  • Olistico Wealth left its Eli Lilly share count unchanged in Q3 2026.
  • Eli Lilly made up 1.16% of Olistico Wealth's portfolio in Q3 2026, its #21 holding.
  • Olistico Wealth first reported a position in Eli Lilly in Q4 2022 and has held it in 16 quarters since.
  • Olistico Wealth's Eli Lilly position peaked at $3.52M in Q2 2024.
  • 960 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.