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

RMG 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 		$27.1K Buy
21
+2
+11% +$2.36K ﹤0.01% 217
2026
Q2 		$23.2K Hold
19
– – ﹤0.01% 220
2026
Q1 		$18.4K Hold
19
– – ﹤0.01% 240
2025
Q4 		$20.7K Buy
+19
New +$18.2K ﹤0.01% 207

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

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

RMG Wealth Management increased its Eli Lilly (LLY) stake by 11% in Q3 2026, buying an estimated $2.36K and bringing the position to 21 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

RMG Wealth Management first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. 1,741 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • RMG Wealth Management held 21 shares of Eli Lilly worth $27.1K as of Q3 2026.
  • RMG Wealth Management bought 2 Eli Lilly shares in Q3 2026, an estimated $2.36K.
  • Eli Lilly made up ﹤0.01% of RMG Wealth Management's portfolio in Q3 2026, its #217 holding.
  • RMG Wealth Management first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • 1,741 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.