Thrive Wealth Management
LLY icon

Thrive Wealth Management’s Eli Lilly LLY Stock Holding History

Thrive 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 		$1.47M Buy
1,270
+15
+1% +$17.7K 0.18% 63
2026
Q2 		$1.51M Buy
1,255
+63
+5% +$64.4K 0.19% 59
2026
Q1 		$1.1M Buy
1,192
+33
+3% +$33.5K 0.16% 68
2025
Q4 		$1.25M Sell
1,159
-67
-5% -$64.1K 0.18% 60
2025
Q3 		$936K Sell
1,226
-67
-5% -$49.9K 0.14% 83
2025
Q2 		$1.01M Sell
1,293
-36
-3% -$28K 0.16% 72
2025
Q1 		$1.1M Sell
1,329
-114
-8% -$94.9K 0.21% 54
2024
Q4 		$1.11M Sell
1,443
-63
-4% -$52.2K 0.2% 57
2024
Q3 		$1.33M Sell
1,506
-22
-1% -$19.8K 0.24% 47
2024
Q2 		$1.38M Sell
1,528
-26
-2% -$20.8K 0.27% 45
2024
Q1 		$1.21M Buy
1,554
+361
+30% +$257K 0.25% 50
2023
Q4 		$696K Sell
1,193
-56
-4% -$32.7K 0.15% 82
2023
Q3 		$671K Sell
1,249
-273
-18% -$141K 0.18% 78
2023
Q2 		$714K Buy
1,522
+775
+104% +$325K 0.18% 77
2023
Q1 		$256K Sell
747
-111
-13% -$37.4K 0.07% 141
2022
Q4 		$314K Sell
858
-266
-24% -$94.3K 0.09% 129
2022
Q3 		$363K Sell
1,124
-29
-3% -$9.19K 0.13% 100
2022
Q2 		$374K Buy
1,153
+1
+0.1% +$300 0.13% 98
2022
Q1 		$330K Buy
1,152
+77
+7% +$19.8K 0.1% 120
2021
Q4 		$297K Buy
+1,075
New +$273K 0.1% 121

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Thrive Wealth Management increased its Eli Lilly (LLY) stake by 1.2% in Q3 2026, buying an estimated $17.7K and bringing the position to 1,270 shares worth $1.47M. The position accounts for 0.18% of the portfolio, ranked #63.

Thrive Wealth Management first reported a position in LLY in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.51M in Q2 2026. 960 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Thrive Wealth Management held 1,270 shares of Eli Lilly worth $1.47M as of Q3 2026.
  • Thrive Wealth Management bought 15 Eli Lilly shares in Q3 2026, an estimated $17.7K.
  • Eli Lilly made up 0.18% of Thrive Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Thrive Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's Eli Lilly position peaked at $1.51M in Q2 2026.
  • 960 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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