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True Wealth Design’s Eli Lilly LLY Stock Holding History

True Wealth Design’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 		$480K Buy
415
+18
+5% +$21.2K 0.11% 41
2026
Q2 		$476K Sell
397
-36
-8% -$36.8K 0.11% 42
2026
Q1 		$398K Buy
433
+259
+149% +$263K 0.11% 44
2025
Q4 		$187K Buy
174
+23
+15% +$22K 0.05% 90
2025
Q3 		$115K Buy
151
+2
+1% +$1.49K 0.04% 137
2025
Q2 		$116K Buy
149
+10
+7% +$7.77K 0.04% 90
2025
Q1 		$115K Buy
139
+8
+6% +$6.66K 0.04% 75
2024
Q4 		$101K Buy
131
+15
+13% +$12.4K 0.04% 72
2024
Q3 		$103K Sell
116
-34
-23% -$30.6K 0.04% 58
2024
Q2 		$136K Buy
150
+6
+4% +$4.8K 0.03% 125
2024
Q1 		$112K Buy
144
+107
+289% +$76.1K 0.03% 135
2023
Q4 		$21.6K Hold
37
– – 0.01% 198
2023
Q3 		$19.9K Sell
37
-1
-3% -$515 0.01% 178
2023
Q2 		$17.8K Sell
38
-4
-10% -$1.68K 0.01% 190
2023
Q1 		$14.4K Buy
42
+3
+8% +$1.01K 0.01% 219
2022
Q4 		$14.3K Buy
+39
New +$13.8K 0.01% 205

Other funds holding LLY

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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

True Wealth Design's LLY Position: Q3 2026 in Review

True Wealth Design increased its Eli Lilly (LLY) stake by 4.5% in Q3 2026, buying an estimated $21.2K and bringing the position to 415 shares worth $480K. The position accounts for 0.11% of the portfolio, ranked #41.

True Wealth Design first reported a position in LLY in Q4 2022 and has held it in 16 quarters since. 850 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • True Wealth Design held 415 shares of Eli Lilly worth $480K as of Q3 2026.
  • True Wealth Design bought 18 Eli Lilly shares in Q3 2026, an estimated $21.2K.
  • Eli Lilly made up 0.11% of True Wealth Design's portfolio in Q3 2026, its #41 holding.
  • True Wealth Design first reported a position in Eli Lilly in Q4 2022 and has held it in 16 quarters since.
  • 850 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.