Private Wealth Management Group’s Eli Lilly LLY Stock Holding History

Private Wealth Management 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	$323K	Buy	279 +31	+13%	+$36.6K	0.07%	83
2026 Q2	$297K	Buy	248 +59	+31%	+$60.3K	0.07%	86
2026 Q1	$174K	Sell	189 -7	-4%	-$7.1K	0.05%	90
2025 Q4	$211K	Sell	196 -1	-0.5%	-$956	0.06%	85
2025 Q3	$150K	Buy	197 +7	+4%	+$5.21K	0.04%	102
2025 Q2	$148K	Buy	190 +29	+18%	+$22.5K	0.05%	99
2025 Q1	$133K	Buy	161 +26	+19%	+$21.6K	0.05%	98
2024 Q4	$104K	Sell	135 -18	-12%	-$14.9K	0.04%	110
2024 Q3	$136K	Sell	153 -2	-1%	-$1.8K	0.05%	88
2024 Q2	$140K	Sell	155 -17	-10%	-$13.6K	0.06%	88
2024 Q1	$134K	Sell	172 -2	-1%	-$1.42K	0.06%	82
2023 Q4	$101K	Buy	+174	New	+$102K	0.05%	98

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

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

Private Wealth Management Group increased its Eli Lilly (LLY) stake by 13% in Q3 2026, buying an estimated $36.6K and bringing the position to 279 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #83.

Private Wealth Management Group first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Private Wealth Management Group held 279 shares of Eli Lilly worth $323K as of Q3 2026.
Private Wealth Management Group bought 31 Eli Lilly shares in Q3 2026, an estimated $36.6K.
Eli Lilly made up 0.07% of Private Wealth Management Group's portfolio in Q3 2026, its #83 holding.
Private Wealth Management Group first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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