SMI Advisory Services’s Eli Lilly LLY Stock Holding History

SMI Advisory Services’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	$1.29M	Buy	1,092 +2	+0.2%	+$2.36K	0.21%	26
2026 Q2	$1.31M	Buy	1,090 +2	+0.2%	+$2.04K	0.21%	26
2026 Q1	$1.01M	Buy	1,088 +1	+0.1%	+$1.01K	0.17%	30
2025 Q4	$1.17M	Buy	1,087 +2	+0.2%	+$1.91K	0.2%	25
2025 Q3	$911K	Buy	1,085 +2	+0.2%	+$1.49K	0.17%	22
2025 Q2	$855K	Buy	+1,083	New	+$842K	0.17%	21
2025 Q1	–	Sell	-1,026	Closed	-$818K	–	55
2024 Q4	$818K	Sell	1,026 -1	-0.1%	-$828	0.19%	32
2024 Q3	$911K	Buy	1,027 +15	+1%	+$13.5K	0.2%	37
2024 Q2	$943K	Sell	1,012 -4,288	-81%	-$3.43M	0.23%	39
2024 Q1	$4.01M	Buy	+5,300	New	+$3.77M	1.13%	26

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

SMI Advisory Services's LLY Position: Q3 2026 in Review

SMI Advisory Services increased its Eli Lilly (LLY) stake by 0.18% in Q3 2026, buying an estimated $2.36K and bringing the position to 1,092 shares worth $1.29M. The position accounts for 0.21% of the portfolio, ranked #26.

SMI Advisory Services first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.01M in Q1 2024. 1,225 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

SMI Advisory Services held 1,092 shares of Eli Lilly worth $1.29M as of Q3 2026.
SMI Advisory Services bought 2 Eli Lilly shares in Q3 2026, an estimated $2.36K.
Eli Lilly made up 0.21% of SMI Advisory Services's portfolio in Q3 2026, its #26 holding.
SMI Advisory Services first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
SMI Advisory Services's Eli Lilly position peaked at $4.01M in Q1 2024.
1,225 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.