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Portus Wealth Advisors’s Eli Lilly LLY Stock Holding History

Portus 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 		$1.94M Sell
1,677
-29
-2% -$34.2K 1.6% 19
2026
Q2 		$2.05M Buy
1,706
+132
+8% +$135K 1.68% 18
2026
Q1 		$1.45M Sell
1,574
-215
-12% -$218K 1.36% 20
2025
Q4 		$1.92M Buy
1,789
+114
+7% +$109K 1.81% 18
2025
Q3 		$1.28M Buy
+1,675
New +$1.25M 1.27% 22

Other funds holding LLY

SC
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
Wealth Enhancement Advisory Services
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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

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

Portus Wealth Advisors reduced its Eli Lilly (LLY) stake by 1.7% in Q3 2026, selling an estimated $34.2K and leaving 1,677 shares worth $1.94M. The position accounts for 1.6% of the portfolio, ranked #19.

Portus Wealth Advisors first reported a position in LLY in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.05M in Q2 2026. 364 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Portus Wealth Advisors held 1,677 shares of Eli Lilly worth $1.94M as of Q3 2026.
  • Portus Wealth Advisors sold 29 Eli Lilly shares in Q3 2026, an estimated $34.2K.
  • Eli Lilly made up 1.6% of Portus Wealth Advisors's portfolio in Q3 2026, its #19 holding.
  • Portus Wealth Advisors first reported a position in Eli Lilly in Q3 2025 and has held it in 5 quarters since.
  • Portus Wealth Advisors's Eli Lilly position peaked at $2.05M in Q2 2026.
  • 364 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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