Quaker Wealth Management
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Quaker Wealth Management’s Eli Lilly LLY Stock Holding History

Quaker 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 		$580K Buy
501
+35
+8% +$41.3K 0.17% 36
2026
Q2 		$559K Sell
466
-124
-21% -$127K 0.16% 36
2026
Q1 		$542K Sell
590
-5
-0.8% -$5.07K 0.17% 34
2025
Q4 		$640K Buy
595
+110
+23% +$105K 0.2% 31
2025
Q3 		$370K Sell
485
-26
-5% -$19.3K 0.12% 42
2025
Q2 		$398K Buy
+511
New +$397K 0.13% 42
2024
Q3 		$344K Buy
+388
New +$349K 0.13% 42
2024
Q1 		$303K Hold
389
– – 0.12% 41
2023
Q4 		$227K Buy
389
+1
+0.3% +$584 0.1% 47
2023
Q3 		$209K Buy
+388
New +$200K 0.1% 43
2022
Q4 		– Sell
-842
Closed -$272K – 43
2022
Q3 		$272K Buy
+842
New +$267K 0.14% 32
2022
Q1 		– Sell
-896
Closed -$247K – 52
2021
Q4 		$247K Buy
+896
New +$227K 0.11% 44

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Quaker Wealth Management's LLY Position: Q3 2026 in Review

Quaker Wealth Management increased its Eli Lilly (LLY) stake by 7.5% in Q3 2026, buying an estimated $41.3K and bringing the position to 501 shares worth $580K. The position accounts for 0.17% of the portfolio, ranked #36.

Quaker Wealth Management first reported a position in LLY in Q4 2021 and has held it in 12 quarters since. The position peaked at $640K in Q4 2025. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Quaker Wealth Management held 501 shares of Eli Lilly worth $580K as of Q3 2026.
  • Quaker Wealth Management bought 35 Eli Lilly shares in Q3 2026, an estimated $41.3K.
  • Eli Lilly made up 0.17% of Quaker Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Quaker Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 12 quarters since.
  • Quaker Wealth Management's Eli Lilly position peaked at $640K in Q4 2025.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.