Retirement Wealth Solutions
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Retirement Wealth Solutions’s Eli Lilly LLY Stock Holding History

Retirement Wealth Solutions’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 		$156K Buy
135
+26
+24% +$30.7K 0.08% 64
2026
Q2 		$131K Buy
109
+14
+15% +$14.3K 0.07% 64
2026
Q1 		$87.4K Sell
95
-90
-49% -$91.2K 0.06% 71
2025
Q4 		$199K Buy
185
+21
+13% +$20.1K 0.13% 50
2025
Q3 		$125K Buy
164
+15
+10% +$11.2K 0.08% 58
2025
Q2 		$117K Hold
149
– – 0.09% 57
2025
Q1 		$123K Hold
149
– – 0.1% 50
2024
Q4 		$119K Buy
+149
New +$123K 0.1% 54

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Retirement Wealth Solutions's LLY Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Eli Lilly (LLY) stake by 24% in Q3 2026, buying an estimated $30.7K and bringing the position to 135 shares worth $156K. The position accounts for 0.08% of the portfolio, ranked #64.

Retirement Wealth Solutions first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $199K in Q4 2025. 1,391 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Retirement Wealth Solutions held 135 shares of Eli Lilly worth $156K as of Q3 2026.
  • Retirement Wealth Solutions bought 26 Eli Lilly shares in Q3 2026, an estimated $30.7K.
  • Eli Lilly made up 0.08% of Retirement Wealth Solutions's portfolio in Q3 2026, its #64 holding.
  • Retirement Wealth Solutions first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Eli Lilly position peaked at $199K in Q4 2025.
  • 1,391 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.