RF&L Wealth Management’s Eli Lilly LLY Stock Holding History

RF&L 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	$3.78M	Buy	3,270 +1	+0%	+$1.18K	2.54%	14
2026 Q2	$3.92M	Sell	3,269 -100	-3%	-$102K	2.65%	14
2026 Q1	$3.1M	Sell	3,369 -161	-5%	-$163K	2.32%	14
2025 Q4	$3.79M	Sell	3,530 -149	-4%	-$142K	2.13%	19
2025 Q3	$2.81M	Sell	3,679 -25	-0.7%	-$18.6K	1.65%	22
2025 Q2	$2.89M	Hold	3,704	–	–	1.86%	20
2025 Q1	$3.06M	Hold	3,704	–	–	2.19%	17
2024 Q4	$2.86M	Hold	3,704	–	–	2.02%	17
2024 Q3	$3.28M	Sell	3,704 -30	-0.8%	-$27K	2.32%	17
2024 Q2	$3.38M	Sell	3,734 -150	-4%	-$120K	2.57%	15
2024 Q1	$3.02M	Sell	3,884 -330	-8%	-$235K	2.33%	17
2023 Q4	$2.46M	Sell	4,214 -100	-2%	-$58.4K	2.04%	16
2023 Q3	$2.32M	Sell	4,314 -360	-8%	-$186K	2.15%	15
2023 Q2	$2.19M	Sell	4,674 -370	-7%	-$155K	2%	16
2023 Q1	$1.73M	Sell	5,044 -150	-3%	-$50.6K	1.68%	16
2022 Q4	$1.9M	Buy	+5,194	New	+$1.84M	1.96%	15

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

RF&L Wealth Management's LLY Position: Q3 2026 in Review

RF&L Wealth Management increased its Eli Lilly (LLY) stake by 0.03% in Q3 2026, buying an estimated $1.18K and bringing the position to 3,270 shares worth $3.78M. The position accounts for 2.54% of the portfolio, ranked #14.

RF&L Wealth Management first reported a position in LLY in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.92M in Q2 2026. 1,134 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

RF&L Wealth Management held 3,270 shares of Eli Lilly worth $3.78M as of Q3 2026.
RF&L Wealth Management bought 1 Eli Lilly share in Q3 2026, an estimated $1.18K.
Eli Lilly made up 2.54% of RF&L Wealth Management's portfolio in Q3 2026, its #14 holding.
RF&L Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 16 quarters since.
RF&L Wealth Management's Eli Lilly position peaked at $3.92M in Q2 2026.
1,134 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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