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

Verus 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 		– Sell
-344
Closed -$413K – 69
2026
Q2 		$413K Hold
344
– – 0.34% 40
2026
Q1 		$316K Buy
344
+1
+0.3% +$1.01K 0.29% 43
2025
Q4 		$369K Buy
343
+11
+3% +$10.5K 0.34% 42
2025
Q3 		$253K Sell
332
-20
-6% -$14.9K 0.24% 53
2025
Q2 		$274K Buy
352
+5
+1% +$3.88K 0.28% 49
2025
Q1 		$287K Hold
347
– – 0.31% 43
2024
Q4 		$268K Buy
+347
New +$287K 0.3% 45

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

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

Verus Wealth Management sold out of Eli Lilly (LLY) in Q3 2026, closing a stake of 344 shares — an estimated $413K sold.

Verus Wealth Management first reported a position in LLY in Q4 2024 and held it in 7 quarters. The position peaked at $413K in Q2 2026. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Verus Wealth Management reported no remaining Eli Lilly position as of Q3 2026 after selling out during the quarter.
  • Verus Wealth Management sold 344 Eli Lilly shares in Q3 2026, an estimated $413K.
  • Verus Wealth Management first reported a position in Eli Lilly in Q4 2024 and held it in 7 quarters.
  • Verus Wealth Management's Eli Lilly position peaked at $413K in Q2 2026.
  • 1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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