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

Tradition 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 		$2.74M Buy
2,366
+118
+5% +$139K 0.16% 119
2026
Q2 		$2.7M Buy
2,248
+169
+8% +$173K 0.16% 127
2026
Q1 		$1.91M Buy
2,079
+163
+9% +$165K 0.14% 144
2025
Q4 		$2.06M Buy
1,916
+70
+4% +$66.9K 0.15% 135
2025
Q3 		$1.41M Buy
1,846
+456
+33% +$339K 0.1% 160
2025
Q2 		$1.08M Buy
1,390
+33
+2% +$25.6K 0.09% 175
2025
Q1 		$1.12M Sell
1,357
-15
-1% -$12.5K 0.1% 160
2024
Q4 		$1.06M Sell
1,372
-31
-2% -$25.7K 0.09% 166
2024
Q3 		$1.24M Buy
1,403
+172
+14% +$155K 0.11% 156
2024
Q2 		$1.11M Buy
1,231
+11
+0.9% +$8.8K 0.11% 152
2024
Q1 		$949K Buy
1,220
+45
+4% +$32K 0.1% 157
2023
Q4 		$685K Buy
1,175
+11
+0.9% +$6.42K 0.07% 151
2023
Q3 		$625K Buy
1,164
+2
+0.2% +$1.03K 0.07% 148
2023
Q2 		$545K Sell
1,162
-69
-6% -$28.9K 0.06% 171
2023
Q1 		$423K Buy
1,231
+620
+101% +$209K 0.05% 197
2022
Q4 		$224K Sell
611
-21
-3% -$7.45K 0.03% 254
2022
Q3 		$204K Buy
632
+8
+1% +$2.54K 0.03% 252
2022
Q2 		$202K Buy
624
+20
+3% +$6K 0.03% 255
2022
Q1 		$173K Buy
604
+30
+5% +$7.72K 0.02% 318
2021
Q4 		$159K Hold
574
– – 0.02% 334
2021
Q3 		$133K Sell
574
-51
-8% -$12.6K 0.02% 324
2021
Q2 		$143K Sell
625
-10
-2% -$2.01K 0.02% 336
2021
Q1 		$119K Buy
635
+149
+31% +$29.1K 0.02% 302
2020
Q4 		$82K Buy
+486
New +$72.6K 0.02% 320

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

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

Tradition Wealth Management increased its Eli Lilly (LLY) stake by 5.2% in Q3 2026, buying an estimated $139K and bringing the position to 2,366 shares worth $2.74M. The position accounts for 0.16% of the portfolio, ranked #119.

Tradition Wealth Management first reported a position in LLY in Q4 2020 and has held it in 24 quarters since. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Tradition Wealth Management held 2,366 shares of Eli Lilly worth $2.74M as of Q3 2026.
  • Tradition Wealth Management bought 118 Eli Lilly shares in Q3 2026, an estimated $139K.
  • Eli Lilly made up 0.16% of Tradition Wealth Management's portfolio in Q3 2026, its #119 holding.
  • Tradition Wealth Management first reported a position in Eli Lilly in Q4 2020 and has held it in 24 quarters since.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.