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

Spire 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 		$36.3M Buy
31,342
+3,404
+12% +$4.02M 1.11% 10
2026
Q2 		$33.5M Buy
27,938
+364
+1% +$372K 1.01% 13
2026
Q1 		$25.4M Sell
27,574
-145
-0.5% -$147K 0.87% 18
2025
Q4 		$29.8M Buy
27,719
+592
+2% +$566K 1% 12
2025
Q3 		$20.7M Sell
27,127
-138
-0.5% -$103K 0.7% 29
2025
Q2 		$21.1M Sell
27,265
-6,530
-19% -$5.07M 0.76% 27
2025
Q1 		$27.9M Buy
33,795
+848
+3% +$706K 0.89% 16
2024
Q4 		$25.4M Buy
32,947
+449
+1% +$372K 0.79% 21
2024
Q3 		$28.8M Buy
32,498
+1,266
+4% +$1.14M 0.97% 18
2024
Q2 		$28.3M Sell
31,232
-225
-0.7% -$180K 1% 18
2024
Q1 		$40.8M Buy
31,457
+378
+1% +$269K 0.74% 31
2023
Q4 		$19.5M Buy
31,079
+2,200
+8% +$1.28M 0.65% 30
2023
Q3 		$15.5M Sell
28,879
-5,579
-16% -$2.87M 0.59% 34
2023
Q2 		$16.2M Buy
34,458
+194
+0.6% +$81.4K 0.6% 30
2023
Q1 		$11.8M Buy
34,264
+1,358
+4% +$458K 0.46% 43
2022
Q4 		$12M Buy
32,906
+4,319
+15% +$1.53M 0.68% 28
2022
Q3 		$9.24M Sell
28,587
-9,907
-26% -$3.14M 0.56% 39
2022
Q2 		$12.5M Buy
38,494
+28,932
+303% +$8.68M 0.51% 44
2022
Q1 		$2.74M Sell
9,562
-5,884
-38% -$1.51M 0.07% 227
2021
Q4 		$4.28M Buy
15,446
+6,961
+82% +$1.76M 0.1% 192
2021
Q3 		$1.96M Buy
8,485
+897
+12% +$221K 0.05% 286
2021
Q2 		$1.74M Sell
7,588
-6,878
-48% -$1.38M 0.05% 318
2021
Q1 		$2.7M Buy
+14,466
New +$2.83M 0.07% 230

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

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

Spire Wealth Management increased its Eli Lilly (LLY) stake by 12% in Q3 2026, buying an estimated $4.02M and bringing the position to 31,342 shares worth $36.3M. The position accounts for 1.11% of the portfolio, ranked #10.

Spire Wealth Management first reported a position in LLY in Q1 2021 and has held it in 23 quarters since. The position peaked at $40.8M in Q1 2024. 2,281 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Spire Wealth Management held 31,342 shares of Eli Lilly worth $36.3M as of Q3 2026.
  • Spire Wealth Management bought 3,404 Eli Lilly shares in Q3 2026, an estimated $4.02M.
  • Eli Lilly made up 1.11% of Spire Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Spire Wealth Management first reported a position in Eli Lilly in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Eli Lilly position peaked at $40.8M in Q1 2024.
  • 2,281 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.