RIA
LLY icon

Rhodes Investment Advisors’s Eli Lilly LLY Stock Holding History

Rhodes Investment Advisors’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 		$584K Hold
505
– – 0.41% 67
2026
Q2 		$606K Hold
505
– – 0.45% 60
2026
Q1 		$464K Sell
505
-60
-11% -$60.8K 0.4% 69
2025
Q4 		$607K Buy
+565
New +$540K 0.49% 63

Other funds holding LLY

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Rhodes Investment Advisors's LLY Position: Q3 2026 in Review

Rhodes Investment Advisors held its Eli Lilly (LLY) position steady in Q3 2026 at 505 shares worth $584K. The position accounts for 0.41% of the portfolio, ranked #67.

Rhodes Investment Advisors first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. The position peaked at $607K in Q4 2025. 162 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Rhodes Investment Advisors held 505 shares of Eli Lilly worth $584K as of Q3 2026.
  • Rhodes Investment Advisors left its Eli Lilly share count unchanged in Q3 2026.
  • Eli Lilly made up 0.41% of Rhodes Investment Advisors's portfolio in Q3 2026, its #67 holding.
  • Rhodes Investment Advisors first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • Rhodes Investment Advisors's Eli Lilly position peaked at $607K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.