Red Door Wealth Management
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Red Door Wealth Management’s Eli Lilly LLY Stock Holding History

Red Door 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 		$4.09M Buy
3,532
+190
+6% +$224K 0.35% 58
2026
Q2 		$4.01M Sell
3,342
-6
-0.2% -$6.13K 0.37% 58
2026
Q1 		$3.08M Buy
3,348
+34
+1% +$34.5K 0.32% 62
2025
Q4 		$3.56M Buy
3,314
+11
+0.3% +$10.5K 0.37% 61
2025
Q3 		$2.52M Buy
3,303
+866
+36% +$644K 0.27% 72
2025
Q2 		$1.9M Buy
2,437
+298
+14% +$232K 0.23% 73
2025
Q1 		$1.77M Buy
2,139
+84
+4% +$69.9K 0.26% 69
2024
Q4 		$1.59M Buy
2,055
+10
+0.5% +$8.28K 0.24% 70
2024
Q3 		$1.81M Buy
2,045
+124
+6% +$111K 0.3% 69
2024
Q2 		$1.74M Buy
1,921
+94
+5% +$75.2K 0.31% 67
2024
Q1 		$1.42M Sell
1,827
-299
-14% -$213K 0.27% 69
2023
Q4 		$1.24M Buy
2,126
+303
+17% +$177K 0.27% 67
2023
Q3 		$979K Sell
1,823
-223
-11% -$115K 0.24% 68
2023
Q2 		$960K Buy
2,046
+1,402
+218% +$588K 0.21% 81
2023
Q1 		$221K Sell
644
-74
-10% -$25K 0.07% 136
2022
Q4 		$263K Buy
718
+3
+0.4% +$1.06K 0.09% 123
2022
Q3 		$231K Buy
715
+23
+3% +$7.29K 0.09% 121
2022
Q2 		$224K Buy
+692
New +$208K 0.08% 128
2021
Q3 		– Sell
-481
Closed -$110K – 415
2021
Q2 		$110K Buy
+481
New +$96.6K 0.04% 198
2020
Q3 		– Sell
-481
Closed -$78K – 271
2020
Q2 		$78K Hold
481
– – 0.06% 156
2020
Q1 		$66K Buy
+481
New +$66.1K 0.06% 153

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Red Door Wealth Management's LLY Position: Q3 2026 in Review

Red Door Wealth Management increased its Eli Lilly (LLY) stake by 5.7% in Q3 2026, buying an estimated $224K and bringing the position to 3,532 shares worth $4.09M. The position accounts for 0.35% of the portfolio, ranked #58.

Red Door Wealth Management first reported a position in LLY in Q1 2020 and has held it in 21 quarters since. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Red Door Wealth Management held 3,532 shares of Eli Lilly worth $4.09M as of Q3 2026.
  • Red Door Wealth Management bought 190 Eli Lilly shares in Q3 2026, an estimated $224K.
  • Eli Lilly made up 0.35% of Red Door Wealth Management's portfolio in Q3 2026, its #58 holding.
  • Red Door Wealth Management first reported a position in Eli Lilly in Q1 2020 and has held it in 21 quarters since.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Red Door Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.