Physician Wealth Advisors
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Physician Wealth Advisors’s Eli Lilly LLY Stock Holding History

Physician Wealth 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 		$1.25M Buy
1,080
+55
+5% +$64.9K 0.14% 73
2026
Q2 		$1.23M Buy
1,025
+71
+7% +$72.5K 0.15% 71
2026
Q1 		$877K Buy
954
+39
+4% +$39.5K 0.12% 75
2025
Q4 		$983K Buy
915
+30
+3% +$28.7K 0.14% 71
2025
Q3 		$676K Sell
885
-139
-14% -$103K 0.1% 86
2025
Q2 		$799K Sell
1,024
-372
-27% -$289K 0.13% 75
2025
Q1 		$1.15M Sell
1,396
-10
-0.7% -$8.32K 0.2% 60
2024
Q4 		$1.09M Buy
1,406
+265
+23% +$219K 0.18% 63
2024
Q3 		$1.04M Sell
1,141
-346
-23% -$311K 0.19% 64
2024
Q2 		$1.4M Buy
1,487
+289
+24% +$231K 0.26% 57
2024
Q1 		$895K Buy
1,198
+243
+25% +$173K 0.19% 66
2023
Q4 		$602K Buy
955
+60
+7% +$35K 0.13% 78
2023
Q3 		$512K Hold
895
– – 0.13% 76
2023
Q2 		$413K Hold
895
– – 0.1% 89
2023
Q1 		$332K Hold
895
– – 0.09% 99
2022
Q4 		$310K Hold
895
– – 0.08% 104
2022
Q3 		$297K Hold
895
– – 0.09% 107
2022
Q2 		$290K Hold
895
– – 0.08% 117
2022
Q1 		$264K Hold
895
– – 0.07% 133
2021
Q4 		$232K Hold
895
– – 0.06% 144
2021
Q3 		$213K Hold
895
– – 0.06% 149
2021
Q2 		$213K Buy
+895
New +$180K 0.06% 144

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Physician Wealth Advisors's LLY Position: Q3 2026 in Review

Physician Wealth Advisors increased its Eli Lilly (LLY) stake by 5.4% in Q3 2026, buying an estimated $64.9K and bringing the position to 1,080 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #73.

Physician Wealth Advisors first reported a position in LLY in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.4M in Q2 2024. 3,101 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Physician Wealth Advisors held 1,080 shares of Eli Lilly worth $1.25M as of Q3 2026.
  • Physician Wealth Advisors bought 55 Eli Lilly shares in Q3 2026, an estimated $64.9K.
  • Eli Lilly made up 0.14% of Physician Wealth Advisors's portfolio in Q3 2026, its #73 holding.
  • Physician Wealth Advisors first reported a position in Eli Lilly in Q2 2021 and has held it in 22 quarters since.
  • Physician Wealth Advisors's Eli Lilly position peaked at $1.4M in Q2 2024.
  • 3,101 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.