Proactive Wealth Strategies’s Eli Lilly LLY Stock Holding History

Proactive Wealth Strategies’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	$11.4M	Buy	9,798 +129	+1%	+$152K	1.75%	10
2026 Q2	$11.6M	Buy	9,669 +563	+6%	+$575K	1.86%	9
2026 Q1	$8.39M	Buy	9,106 +4,810	+112%	+$4.88M	1.58%	15
2025 Q4	$4.62M	Buy	4,296 +351	+9%	+$336K	1.83%	12
2025 Q3	$3.01M	Buy	3,945 +2,547	+182%	+$1.9M	1.3%	25
2025 Q2	$1.09M	Buy	1,398 +74	+6%	+$57.5K	0.51%	62
2025 Q1	$1.09M	Buy	1,324 +68	+5%	+$56.6K	0.58%	56
2024 Q4	$969K	Buy	1,256 +814	+184%	+$674K	0.5%	54
2024 Q3	$392K	Buy	+442	New	+$397K	0.22%	87

Other funds holding LLY

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

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

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

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Proactive Wealth Strategies's LLY Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Eli Lilly (LLY) stake by 1.3% in Q3 2026, buying an estimated $152K and bringing the position to 9,798 shares worth $11.4M. The position accounts for 1.75% of the portfolio, ranked #10.

Proactive Wealth Strategies first reported a position in LLY in Q3 2024 and has held it in 9 quarters since. The position peaked at $11.6M in Q2 2026. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Proactive Wealth Strategies held 9,798 shares of Eli Lilly worth $11.4M as of Q3 2026.
Proactive Wealth Strategies bought 129 Eli Lilly shares in Q3 2026, an estimated $152K.
Eli Lilly made up 1.75% of Proactive Wealth Strategies's portfolio in Q3 2026, its #10 holding.
Proactive Wealth Strategies first reported a position in Eli Lilly in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's Eli Lilly position peaked at $11.6M in Q2 2026.
3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.