Pines Wealth Management’s Eli Lilly LLY Stock Holding History

Pines Wealth Management’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	$5.46M	Sell	4,715 -50	-1%	-$59K	1.55%	12
2026 Q2	$5.72M	Sell	4,765 -50	-1%	-$51.1K	1.64%	11
2026 Q1	$4.43M	Buy	4,815 +62	+1%	+$62.9K	1.43%	16
2025 Q4	$5.11M	Buy	4,753 +102	+2%	+$97.5K	1.65%	15
2025 Q3	$3.55M	Buy	4,651 +281	+6%	+$209K	1.2%	17
2025 Q2	$3.41M	Buy	4,370 +291	+7%	+$226K	1.21%	16
2025 Q1	$2.96M	Buy	4,079 +530	+15%	+$441K	1.37%	16
2024 Q4	$2.84M	Buy	+3,549	New	+$2.94M	1.24%	18

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Pines Wealth Management's LLY Position: Q3 2026 in Review

Pines Wealth Management reduced its Eli Lilly (LLY) stake by 1% in Q3 2026, selling an estimated $59K and leaving 4,715 shares worth $5.46M. The position accounts for 1.55% of the portfolio, ranked #12.

Pines Wealth Management first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.72M in Q2 2026. 1,318 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Pines Wealth Management held 4,715 shares of Eli Lilly worth $5.46M as of Q3 2026.
Pines Wealth Management sold 50 Eli Lilly shares in Q3 2026, an estimated $59K.
Eli Lilly made up 1.55% of Pines Wealth Management's portfolio in Q3 2026, its #12 holding.
Pines Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's Eli Lilly position peaked at $5.72M in Q2 2026.
1,318 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.