PUREfi Wealth’s Eli Lilly LLY Stock Holding History

PUREfi Wealth’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	$2.21M	Sell	1,906 -202	-10%	-$238K	1.03%	21
2026 Q2	$2.53M	Buy	2,108 +17	+0.8%	+$17.4K	1.39%	14
2026 Q1	$1.92M	Sell	2,091 -107	-5%	-$108K	1.26%	16
2025 Q4	$2.36M	Sell	2,198 -243	-10%	-$232K	1.81%	11
2025 Q3	$1.86M	Buy	2,441 +251	+11%	+$187K	1.43%	13
2025 Q2	$1.71M	Buy	2,190 +905	+70%	+$703K	1.36%	13
2025 Q1	$1.06M	Buy	1,285 +580	+82%	+$483K	1.06%	15
2024 Q4	$544K	Buy	+705	New	+$584K	0.53%	45

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

PUREfi Wealth's LLY Position: Q3 2026 in Review

PUREfi Wealth reduced its Eli Lilly (LLY) stake by 9.6% in Q3 2026, selling an estimated $238K and leaving 1,906 shares worth $2.21M. The position accounts for 1.03% of the portfolio, ranked #21.

PUREfi Wealth first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.53M in Q2 2026. 1,454 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

PUREfi Wealth held 1,906 shares of Eli Lilly worth $2.21M as of Q3 2026.
PUREfi Wealth sold 202 Eli Lilly shares in Q3 2026, an estimated $238K.
Eli Lilly made up 1.03% of PUREfi Wealth's portfolio in Q3 2026, its #21 holding.
PUREfi Wealth first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
PUREfi Wealth's Eli Lilly position peaked at $2.53M in Q2 2026.
1,454 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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