Pettinga Financial Advisors’s Eli Lilly LLY Stock Holding History

Pettinga Financial Advisors’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	$318K	Buy	275 +26	+10%	+$30.7K	0.05%	121
2026 Q2	$299K	Buy	249 +18	+8%	+$18.4K	0.05%	120
2026 Q1	$212K	Buy	+231	New	+$234K	0.04%	139
2024 Q3	–	Sell	-515	Closed	-$466K	–	120
2024 Q2	$466K	Buy	515 +78	+18%	+$62.4K	0.12%	76
2024 Q1	$340K	Buy	+437	New	+$311K	0.09%	92
2023 Q4	–	Sell	-4,141	Closed	-$2.22M	–	118
2023 Q3	$2.22M	Hold	4,141	–	–	0.67%	32
2023 Q2	$1.94M	Buy	+4,141	New	+$1.74M	0.58%	35

Other funds holding LLY

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

PCA

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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Pettinga Financial Advisors's LLY Position: Q3 2026 in Review

Pettinga Financial Advisors increased its Eli Lilly (LLY) stake by 10% in Q3 2026, buying an estimated $30.7K and bringing the position to 275 shares worth $318K. The position accounts for 0.05% of the portfolio, ranked #121.

Pettinga Financial Advisors first reported a position in LLY in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.22M in Q3 2023. 453 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Pettinga Financial Advisors held 275 shares of Eli Lilly worth $318K as of Q3 2026.
Pettinga Financial Advisors bought 26 Eli Lilly shares in Q3 2026, an estimated $30.7K.
Eli Lilly made up 0.05% of Pettinga Financial Advisors's portfolio in Q3 2026, its #121 holding.
Pettinga Financial Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 7 quarters since.
Pettinga Financial Advisors's Eli Lilly position peaked at $2.22M in Q3 2023.
453 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.