PFW Advisors’s Eli Lilly LLY Stock Holding History

PFW 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	$3.11M	Sell	2,692 -3	-0.1%	-$3.54K	0.92%	20
2026 Q2	$3.23M	Buy	2,695 +833	+45%	+$851K	0.94%	19
2026 Q1	$1.71M	Buy	1,862 +13	+0.7%	+$13.2K	0.54%	41
2025 Q4	$1.99M	Sell	1,849 -74	-4%	-$70.8K	0.6%	36
2025 Q3	$1.47M	Buy	1,923 +1,078	+128%	+$802K	0.43%	49
2025 Q2	$659K	Sell	845 -10	-1%	-$7.77K	0.2%	80
2025 Q1	$706K	Sell	855 -3	-0.3%	-$2.5K	0.22%	80
2024 Q4	$662K	Buy	+858	New	+$710K	0.2%	79
2024 Q2	$784K	Sell	866 -116	-12%	-$92.8K	0.25%	74
2024 Q1	$764K	Buy	982 +16	+2%	+$11.4K	0.23%	75
2023 Q4	$563K	Buy	966 +60	+7%	+$35K	0.18%	84
2023 Q3	$487K	Hold	906	–	–	0.17%	80
2023 Q2	$479K	Buy	+906	New	+$380K	0.16%	81
2019 Q3	$777K	Buy	+877	New	+$97.6K	0.24%	77

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

PFW Advisors's LLY Position: Q3 2026 in Review

PFW Advisors reduced its Eli Lilly (LLY) stake by 0.11% in Q3 2026, selling an estimated $3.54K and leaving 2,692 shares worth $3.11M. The position accounts for 0.92% of the portfolio, ranked #20.

PFW Advisors first reported a position in LLY in Q3 2019 and has held it in 14 quarters since. The position peaked at $3.23M in Q2 2026. 1,044 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

PFW Advisors held 2,692 shares of Eli Lilly worth $3.11M as of Q3 2026.
PFW Advisors sold 3 Eli Lilly shares in Q3 2026, an estimated $3.54K.
Eli Lilly made up 0.92% of PFW Advisors's portfolio in Q3 2026, its #20 holding.
PFW Advisors first reported a position in Eli Lilly in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's Eli Lilly position peaked at $3.23M in Q2 2026.
1,044 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.