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

Silverlake 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 		$2.09M Buy
1,804
+11
+0.6% +$13K 0.39% 72
2026
Q2 		$2.15M Sell
1,793
-68
-4% -$69.5K 0.41% 72
2026
Q1 		$1.71M Sell
1,861
-175
-9% -$177K 0.36% 87
2025
Q4 		$2.19M Buy
2,036
+2
+0.1% +$1.91K 0.49% 55
2025
Q3 		$1.55M Sell
2,034
-3
-0.1% -$2.23K 0.38% 87
2025
Q2 		$1.59M Buy
2,037
+937
+85% +$728K 0.46% 70
2025
Q1 		$908K Sell
1,100
-29
-3% -$24.1K 0.34% 78
2024
Q4 		$871K Hold
1,129
– – 0.33% 81
2024
Q3 		$1000K Sell
1,129
-69
-6% -$62K 0.38% 69
2024
Q2 		$1.09M Sell
1,198
-6
-0.5% -$4.8K 0.45% 61
2024
Q1 		$937K Sell
1,204
-7
-0.6% -$4.98K 0.48% 53
2023
Q4 		$706K Buy
1,211
+7
+0.6% +$4.09K 0.39% 64
2023
Q3 		$647K Sell
1,204
-40
-3% -$20.6K 0.36% 73
2023
Q2 		$583K Sell
1,244
-54
-4% -$22.6K 0.32% 75
2023
Q1 		$446K Sell
1,298
-4
-0.3% -$1.35K 0.27% 94
2022
Q4 		$476K Hold
1,302
– – 0.3% 80
2022
Q3 		$421K Sell
1,302
-2
-0.2% -$634 0.29% 89
2022
Q2 		$423K Buy
1,304
+1
+0.1% +$300 0.28% 94
2022
Q1 		$373K Hold
1,303
– – 0.21% 132
2021
Q4 		$360K Buy
+1,303
New +$330K 0.19% 130

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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

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

Silverlake Wealth Management increased its Eli Lilly (LLY) stake by 0.61% in Q3 2026, buying an estimated $13K and bringing the position to 1,804 shares worth $2.09M. The position accounts for 0.39% of the portfolio, ranked #72.

Silverlake Wealth Management first reported a position in LLY in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.19M in Q4 2025. 2,836 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Silverlake Wealth Management held 1,804 shares of Eli Lilly worth $2.09M as of Q3 2026.
  • Silverlake Wealth Management bought 11 Eli Lilly shares in Q3 2026, an estimated $13K.
  • Eli Lilly made up 0.39% of Silverlake Wealth Management's portfolio in Q3 2026, its #72 holding.
  • Silverlake Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 20 quarters since.
  • Silverlake Wealth Management's Eli Lilly position peaked at $2.19M in Q4 2025.
  • 2,836 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.