Private Wealth Group
LLY icon

Private Wealth Group’s Eli Lilly LLY Stock Holding History

Private Wealth 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 		$522K Sell
451
-422
-48% -$498K 0.2% 39
2026
Q2 		$1.05M Buy
+873
New +$892K 0.4% 34

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Private Wealth Group's LLY Position: Q3 2026 in Review

Private Wealth Group reduced its Eli Lilly (LLY) stake by 48% in Q3 2026, selling an estimated $498K and leaving 451 shares worth $522K. The position accounts for 0.2% of the portfolio, ranked #39.

Private Wealth Group first reported a position in LLY in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.05M in Q2 2026. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Private Wealth Group held 451 shares of Eli Lilly worth $522K as of Q3 2026.
  • Private Wealth Group sold 422 Eli Lilly shares in Q3 2026, an estimated $498K.
  • Eli Lilly made up 0.2% of Private Wealth Group's portfolio in Q3 2026, its #39 holding.
  • Private Wealth Group first reported a position in Eli Lilly in Q2 2026 and has held it in 2 quarters since.
  • Private Wealth Group's Eli Lilly position peaked at $1.05M in Q2 2026.
  • 2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.