Sculati Wealth Management’s Eli Lilly LLY Stock Holding History

Sculati 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	$2.81M	Hold	2,372	–	–	0.92%	34
2026 Q2	$2.8M	Buy	2,372 +6	+0.3%	+$6.13K	0.93%	34
2026 Q1	$2.18M	Buy	2,366 +40	+2%	+$40.6K	0.8%	39
2025 Q4	$2.5M	Sell	2,326 -21	-0.9%	-$20.1K	0.88%	36
2025 Q3	$1.79M	Buy	2,347 +216	+10%	+$161K	0.63%	47
2025 Q2	$1.66M	Buy	2,131 +300	+16%	+$233K	0.62%	51
2025 Q1	$1.51M	Buy	1,831 +289	+19%	+$240K	0.61%	47
2024 Q4	$1.19M	Buy	1,542 +140	+10%	+$116K	0.47%	52
2024 Q3	$1.24M	Buy	1,402 +586	+72%	+$527K	0.5%	56
2024 Q2	$739K	Hold	816	–	–	0.32%	66
2024 Q1	$635K	Buy	816 +16	+2%	+$11.4K	0.27%	70
2023 Q4	$466K	Hold	800	–	–	0.22%	75
2023 Q3	$430K	Hold	800	–	–	0.22%	76
2023 Q2	$375K	Hold	800	–	–	0.19%	80
2023 Q1	$275K	Sell	800 -30	-4%	-$10.1K	0.15%	90
2022 Q4	$304K	Sell	830 -70	-8%	-$24.8K	0.17%	83
2022 Q3	$291K	Hold	900	–	–	0.17%	94
2022 Q2	$292K	Hold	900	–	–	0.17%	94
2022 Q1	$258K	Hold	900	–	–	0.13%	104
2021 Q4	$249K	Hold	900	–	–	0.12%	101
2021 Q3	$208K	Hold	900	–	–	0.11%	107
2021 Q2	$207K	Buy	+900	New	+$181K	0.11%	108

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

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

Sculati Wealth Management held its Eli Lilly (LLY) position steady in Q3 2026 at 2,372 shares worth $2.81M. The position accounts for 0.92% of the portfolio, ranked #34.

Sculati Wealth Management first reported a position in LLY in Q2 2021 and has held it in 22 quarters since. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Sculati Wealth Management held 2,372 shares of Eli Lilly worth $2.81M as of Q3 2026.
Sculati Wealth Management left its Eli Lilly share count unchanged in Q3 2026.
Eli Lilly made up 0.92% of Sculati Wealth Management's portfolio in Q3 2026, its #34 holding.
Sculati Wealth Management first reported a position in Eli Lilly in Q2 2021 and has held it in 22 quarters since.
1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.