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

Revisor 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 		$853K Sell
691
-21
-3% -$24.8K 0.21% 117
2026
Q2 		$854K Sell
712
-87
-11% -$88.9K 0.21% 127
2026
Q1 		$735K Sell
799
-60
-7% -$60.8K 0.2% 124
2025
Q4 		$932K Buy
859
+94
+12% +$89.9K 0.25% 100
2025
Q3 		$654K Buy
765
+51
+7% +$38K 0.23% 97
2025
Q2 		$565K Buy
714
+72
+11% +$55.9K 0.2% 114
2025
Q1 		$530K Sell
642
-65
-9% -$54.1K 0.24% 91
2024
Q4 		$551K Sell
707
-478
-40% -$396K 0.51% 40
2024
Q3 		$1.05M Buy
1,185
+36
+3% +$32.4K 0.66% 29
2024
Q2 		$1.04M Sell
1,149
-793
-41% -$634K 0.72% 26
2024
Q1 		$1.32M Buy
+1,942
New +$1.38M 0.6% 32

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Revisor Wealth Management reduced its Eli Lilly (LLY) stake by 2.9% in Q3 2026, selling an estimated $24.8K and leaving 691 shares worth $853K. The position accounts for 0.21% of the portfolio, ranked #117.

Revisor Wealth Management first reported a position in LLY in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.32M in Q1 2024. 2,688 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Revisor Wealth Management held 691 shares of Eli Lilly worth $853K as of Q3 2026.
  • Revisor Wealth Management sold 21 Eli Lilly shares in Q3 2026, an estimated $24.8K.
  • Eli Lilly made up 0.21% of Revisor Wealth Management's portfolio in Q3 2026, its #117 holding.
  • Revisor Wealth Management first reported a position in Eli Lilly in Q1 2024 and has held it in 11 quarters since.
  • Revisor Wealth Management's Eli Lilly position peaked at $1.32M in Q1 2024.
  • 2,688 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.