Power Wealth Management’s Eli Lilly LLY Stock Holding History

Power 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	$1.21M	Sell	1,048 -4	-0.4%	-$4.72K	0.41%	38
2026 Q2	$1.26M	Sell	1,052 -422	-29%	-$431K	0.43%	35
2026 Q1	$1.36M	Sell	1,474 -87	-6%	-$88.2K	0.5%	37
2025 Q4	$1.68M	Sell	1,561 -145	-8%	-$139K	0.59%	33
2025 Q3	$1.3M	Buy	1,706 +1,109	+186%	+$825K	0.47%	37
2025 Q2	$465K	Buy	+597	New	+$464K	0.18%	67
2024 Q4	–	Sell	-266	Closed	-$236K	–	95
2024 Q3	$236K	Buy	266 +25	+10%	+$22.5K	0.1%	86
2024 Q2	$218K	Buy	+241	New	+$193K	0.1%	94

Other funds holding LLY

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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Power Wealth Management reduced its Eli Lilly (LLY) stake by 0.38% in Q3 2026, selling an estimated $4.72K and leaving 1,048 shares worth $1.21M. The position accounts for 0.41% of the portfolio, ranked #38.

Power Wealth Management first reported a position in LLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.68M in Q4 2025. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Power Wealth Management held 1,048 shares of Eli Lilly worth $1.21M as of Q3 2026.
Power Wealth Management sold 4 Eli Lilly shares in Q3 2026, an estimated $4.72K.
Eli Lilly made up 0.41% of Power Wealth Management's portfolio in Q3 2026, its #38 holding.
Power Wealth Management first reported a position in Eli Lilly in Q2 2024 and has held it in 8 quarters since.
Power Wealth Management's Eli Lilly position peaked at $1.68M in Q4 2025.
4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Power Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.