Stone Wealth Partners
LLY icon

Stone Wealth Partners’s Eli Lilly LLY Stock Holding History

Stone Wealth Partners’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 		$1.66M Buy
+1,416
New +$1.67M 0.58% 48

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Stone Wealth Partners's LLY Position: Q3 2026 in Review

Stone Wealth Partners opened a new position in Eli Lilly (LLY) in Q3 2026: 1,416 shares worth $1.66M. The stake represents 0.58% of the portfolio and ranks #48 among its holdings.

4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Stone Wealth Partners held 1,416 shares of Eli Lilly worth $1.66M as of Q3 2026.
  • Eli Lilly was a new Stone Wealth Partners position in Q3 2026.
  • Eli Lilly made up 0.58% of Stone Wealth Partners's portfolio in Q3 2026, its #48 holding.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Stone Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.