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

Quadrant Private Wealth Management’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 		$3.18M Buy
+2,752
New +$3.25M 0.42% 64
2026
Q2 		– Sell
-2,610
Closed -$2.4M – 236
2026
Q1 		$2.4M Buy
2,610
+103
+4% +$104K 0.37% 79
2025
Q4 		$2.69M Buy
2,507
+229
+10% +$219K 0.44% 66
2025
Q3 		$1.74M Buy
2,278
+9
+0.4% +$6.7K 0.32% 82
2025
Q2 		$1.77M Buy
2,269
+152
+7% +$118K 0.37% 74
2025
Q1 		$1.75M Sell
2,117
-98
-4% -$81.5K 0.44% 68
2024
Q4 		$1.71M Sell
2,215
-244
-10% -$202K 0.42% 64
2024
Q3 		$2.18M Buy
2,459
+32
+1% +$28.8K 0.54% 57
2024
Q2 		$2.2M Buy
2,427
+46
+2% +$36.8K 0.5% 57
2024
Q1 		$1.85M Buy
2,381
+31
+1% +$22.1K 0.47% 61
2023
Q4 		$1.37M Sell
2,350
-36
-2% -$21K 0.38% 69
2023
Q3 		$1.28M Sell
2,386
-109
-4% -$56.2K 0.43% 62
2023
Q2 		$1.17M Buy
2,495
+39
+2% +$16.4K 0.34% 74
2023
Q1 		$844K Buy
2,456
+15
+0.6% +$5.06K 0.26% 90
2022
Q4 		$893K Buy
+2,441
New +$865K 0.3% 85
2022
Q2 		$767K Buy
2,366
+2
+0.1% +$600 0.31% 73
2022
Q1 		$677K Sell
2,364
-2
-0.1% -$515 0.25% 88
2021
Q4 		$654K Buy
2,366
+10
+0.4% +$2.54K 0.24% 90
2021
Q3 		$544K Buy
2,356
+22
+0.9% +$5.43K 0.22% 97
2021
Q2 		$536K Sell
2,334
-5
-0.2% -$1K 0.22% 99
2021
Q1 		$437K Sell
2,339
-194
-8% -$37.9K 0.19% 114
2020
Q4 		$428K Sell
2,533
-523
-17% -$78.1K 0.19% 110
2020
Q3 		$452K Buy
3,056
+10
+0.3% +$1.55K 0.23% 94
2020
Q2 		$500K Buy
3,046
+541
+22% +$83K 0.29% 79
2020
Q1 		$348K Buy
2,505
+550
+28% +$75.6K 0.29% 81
2019
Q4 		$257K Hold
1,955
– – 0.23% 91
2019
Q3 		$219K Buy
1,955
+1
+0.1% +$111 0.2% 99
2019
Q2 		$217K Hold
1,954
– – 0.2% 96
2019
Q1 		$254K Sell
1,954
-5
-0.3% -$608 0.23% 88
2018
Q4 		$227K Hold
1,959
– – 0.24% 83
2018
Q3 		$210K Buy
+1,959
New +$196K 0.18% 91

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Quadrant Private Wealth Management opened a new position in Eli Lilly (LLY) in Q3 2026: 2,752 shares worth $3.18M. The stake represents 0.42% of the portfolio and ranks #64 among its holdings. This is a return to the name: Quadrant Private Wealth Management previously reported a position in LLY as recently as Q1 2026.

Quadrant Private Wealth Management first reported a position in LLY in Q3 2018 and has held it in 31 quarters since. 2,535 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Quadrant Private Wealth Management held 2,752 shares of Eli Lilly worth $3.18M as of Q3 2026.
  • Eli Lilly was a new Quadrant Private Wealth Management position in Q3 2026.
  • Eli Lilly made up 0.42% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #64 holding.
  • Quadrant Private Wealth Management first reported a position in Eli Lilly in Q3 2018 and has held it in 31 quarters since.
  • 2,535 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.