Ullmann Wealth Partners Group’s Eli Lilly LLY Stock Holding History

Ullmann Wealth Partners Group’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	$1.15M	Buy	994 +32	+3%	+$37.8K	0.1%	75
2026 Q2	$1.15M	Buy	962 +132	+16%	+$135K	0.1%	76
2026 Q1	$764K	Buy	830 +170	+26%	+$172K	0.08%	82
2025 Q4	$569K	Buy	660 +22	+3%	+$21K	0.06%	96
2025 Q3	$487K	Buy	638 +97	+18%	+$72.2K	0.05%	102
2025 Q2	$422K	Sell	541 -53	-9%	-$41.2K	0.05%	103
2025 Q1	$491K	Buy	594 +109	+22%	+$90.7K	0.07%	90
2024 Q4	$374K	Sell	485 -18	-4%	-$14.9K	0.05%	104
2024 Q3	$446K	Buy	503 +9	+2%	+$8.09K	0.06%	94
2024 Q2	$447K	Buy	494 +76	+18%	+$60.8K	0.06%	80
2024 Q1	$325K	Buy	+418	New	+$297K	0.05%	88

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ullmann Wealth Partners Group's LLY Position: Q3 2026 in Review

Ullmann Wealth Partners Group increased its Eli Lilly (LLY) stake by 3.3% in Q3 2026, buying an estimated $37.8K and bringing the position to 994 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #75.

Ullmann Wealth Partners Group first reported a position in LLY in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.15M in Q2 2026. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Ullmann Wealth Partners Group held 994 shares of Eli Lilly worth $1.15M as of Q3 2026.
Ullmann Wealth Partners Group bought 32 Eli Lilly shares in Q3 2026, an estimated $37.8K.
Eli Lilly made up 0.1% of Ullmann Wealth Partners Group's portfolio in Q3 2026, its #75 holding.
Ullmann Wealth Partners Group first reported a position in Eli Lilly in Q1 2024 and has held it in 11 quarters since.
Ullmann Wealth Partners Group's Eli Lilly position peaked at $1.15M in Q2 2026.
2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2026, filed 2 Nov 2026.