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Powers Advisory Group’s Eli Lilly LLY Stock Holding History

Powers Advisory Group’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 		$1.99M Sell
1,717
-247
-13% -$291K 0.6% 29
2026
Q2 		$2.36M Sell
1,964
-252
-11% -$257K 0.74% 25
2026
Q1 		$2.04M Sell
2,216
-78
-3% -$79.1K 0.72% 26
2025
Q4 		$2.47M Buy
2,294
+7
+0.3% +$6.69K 0.93% 20
2025
Q3 		$1.74M Sell
2,287
-2
-0.1% -$1.49K 0.69% 27
2025
Q2 		$1.78M Buy
2,289
+3
+0.1% +$2.33K 0.78% 25
2025
Q1 		$1.89M Sell
2,286
-62
-3% -$51.6K 0.9% 21
2024
Q4 		$1.81M Sell
2,348
-19
-0.8% -$15.7K 0.91% 21
2024
Q3 		$2.1M Buy
2,367
+71
+3% +$63.8K 1.05% 20
2024
Q2 		$2.08M Buy
2,296
+8
+0.3% +$6.4K 1.13% 20
2024
Q1 		$1.78M Buy
2,288
+58
+3% +$41.3K 1.02% 19
2023
Q4 		$1.3M Sell
2,230
-1,082
-33% -$632K 0.8% 25
2023
Q3 		$1.78M Sell
3,312
-237
-7% -$122K 1.21% 20
2023
Q2 		$1.66M Buy
3,549
+3
+0.1% +$1.26K 1.1% 21
2023
Q1 		$1.22M Sell
3,546
-5
-0.1% -$1.69K 0.85% 28
2022
Q4 		$1.3M Sell
3,551
-312
-8% -$111K 0.96% 26
2022
Q3 		$1.25M Buy
3,863
+8
+0.2% +$2.54K 1% 25
2022
Q2 		$1.25M Sell
3,855
-141
-4% -$42.3K 0.96% 24
2022
Q1 		$1.14M Sell
3,996
-5
-0.1% -$1.29K 0.8% 28
2021
Q4 		$1.1M Buy
+4,001
New +$1.01M 0.78% 30

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Powers Advisory Group's LLY Position: Q3 2026 in Review

Powers Advisory Group reduced its Eli Lilly (LLY) stake by 13% in Q3 2026, selling an estimated $291K and leaving 1,717 shares worth $1.99M. The position accounts for 0.6% of the portfolio, ranked #29.

Powers Advisory Group first reported a position in LLY in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.47M in Q4 2025. 957 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Powers Advisory Group held 1,717 shares of Eli Lilly worth $1.99M as of Q3 2026.
  • Powers Advisory Group sold 247 Eli Lilly shares in Q3 2026, an estimated $291K.
  • Eli Lilly made up 0.6% of Powers Advisory Group's portfolio in Q3 2026, its #29 holding.
  • Powers Advisory Group first reported a position in Eli Lilly in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's Eli Lilly position peaked at $2.47M in Q4 2025.
  • 957 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.