Spectrum Wealth Advisory Group
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Spectrum Wealth Advisory Group’s Eli Lilly LLY Stock Holding History

Spectrum Wealth Advisory Group’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 		– Sell
-9
Closed -$10.8K – 319
2026
Q2 		$10.8K Buy
+9
New +$9.2K ﹤0.01% 240
2025
Q2 		– Sell
-312
Closed -$258K – 63
2025
Q1 		$258K Buy
+312
New +$260K 0.12% 47

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Spectrum Wealth Advisory Group's LLY Position: Q3 2026 in Review

Spectrum Wealth Advisory Group sold out of Eli Lilly (LLY) in Q3 2026, closing a stake of 9 shares — an estimated $10.8K sold.

Spectrum Wealth Advisory Group first reported a position in LLY in Q1 2025 and held it in 2 quarters. The position peaked at $258K in Q1 2025. 2,091 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Spectrum Wealth Advisory Group reported no remaining Eli Lilly position as of Q3 2026 after selling out during the quarter.
  • Spectrum Wealth Advisory Group sold 9 Eli Lilly shares in Q3 2026, an estimated $10.8K.
  • Spectrum Wealth Advisory Group first reported a position in Eli Lilly in Q1 2025 and held it in 2 quarters.
  • Spectrum Wealth Advisory Group's Eli Lilly position peaked at $258K in Q1 2025.
  • 2,091 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.