Peterson Wealth Services
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Peterson Wealth Services’s Eli Lilly LLY Stock Holding History

Peterson Wealth 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 		$5.79M Buy
5,007
+93
+2% +$110K 1.22% 22
2026
Q2 		$5.89M Buy
4,914
+12
+0.2% +$12.3K 1.29% 20
2026
Q1 		$4.51M Buy
4,902
+298
+6% +$302K 1.11% 22
2025
Q4 		$4.95M Sell
4,604
-2,630
-36% -$2.51M 1.27% 20
2025
Q3 		$3.51M Buy
7,234
+2,634
+57% +$1.96M 0.87% 32
2025
Q2 		$3.59M Buy
4,600
+84
+2% +$65.3K 0.98% 28
2025
Q1 		$3.73M Buy
4,516
+138
+3% +$115K 1.16% 26
2024
Q4 		$3.38M Sell
4,378
-239
-5% -$198K 1.01% 26
2024
Q3 		$4.09M Buy
4,617
+100
+2% +$89.9K 1.31% 21
2024
Q2 		$4.09M Buy
4,517
+30
+0.7% +$24K 1.43% 20
2024
Q1 		$3.49M Buy
+4,487
New +$3.19M 1.27% 25

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Peterson Wealth Services's LLY Position: Q3 2026 in Review

Peterson Wealth Services increased its Eli Lilly (LLY) stake by 1.9% in Q3 2026, buying an estimated $110K and bringing the position to 5,007 shares worth $5.79M. The position accounts for 1.22% of the portfolio, ranked #22.

Peterson Wealth Services first reported a position in LLY in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.89M in Q2 2026. 2,091 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Peterson Wealth Services held 5,007 shares of Eli Lilly worth $5.79M as of Q3 2026.
  • Peterson Wealth Services bought 93 Eli Lilly shares in Q3 2026, an estimated $110K.
  • Eli Lilly made up 1.22% of Peterson Wealth Services's portfolio in Q3 2026, its #22 holding.
  • Peterson Wealth Services first reported a position in Eli Lilly in Q1 2024 and has held it in 11 quarters since.
  • Peterson Wealth Services's Eli Lilly position peaked at $5.89M in Q2 2026.
  • 2,091 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.