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

Vigilare 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 		$2.11M Buy
1,819
+450
+33% +$531K 0.64% 31
2026
Q2 		$1.64M Buy
1,369
+21
+2% +$21.5K 0.5% 35
2026
Q1 		$1.24M Hold
1,348
– – 0.42% 40
2025
Q4 		$1.45M Buy
1,348
+2
+0.1% +$1.91K 0.49% 37
2025
Q3 		$1.03M Sell
1,346
-220
-14% -$164K 0.36% 48
2025
Q2 		$1.22M Sell
1,566
-526
-25% -$409K 0.46% 41
2025
Q1 		$1.73M Sell
2,092
-458
-18% -$381K 0.69% 27
2024
Q4 		$1.97M Sell
2,550
-99
-4% -$82K 0.8% 20
2024
Q3 		$2.35M Sell
2,649
-155
-6% -$139K 0.95% 20
2024
Q2 		$2.54M Sell
2,804
-46
-2% -$36.8K 1.12% 16
2024
Q1 		$2.22M Sell
2,850
-439
-13% -$312K 1.09% 16
2023
Q4 		$1.92M Buy
3,289
+1
+0% +$584 0.99% 15
2023
Q3 		$1.77M Buy
3,288
+30
+0.9% +$15.5K 1.13% 15
2023
Q2 		$1.53M Buy
3,258
+1
+0% +$419 0.88% 18
2023
Q1 		$1.12M Sell
3,257
-415
-11% -$140K 0.63% 24
2022
Q4 		$1.34M Buy
3,672
+196
+6% +$69.5K 0.78% 21
2022
Q3 		$1.12M Buy
3,476
+261
+8% +$82.7K 1.45% 18
2022
Q2 		$1.04M Hold
3,215
– – 1.13% 26
2022
Q1 		$921K Buy
3,215
+416
+15% +$107K 0.76% 34
2021
Q4 		$773K Buy
2,799
+45
+2% +$11.4K 0.46% 54
2021
Q3 		$636K Sell
2,754
-708
-20% -$175K 0.39% 68
2021
Q2 		$795K Sell
3,462
-621
-15% -$125K 0.48% 49
2021
Q1 		$763K Buy
+4,083
New +$799K 0.54% 47

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

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

Vigilare Wealth Management increased its Eli Lilly (LLY) stake by 33% in Q3 2026, buying an estimated $531K and bringing the position to 1,819 shares worth $2.11M. The position accounts for 0.64% of the portfolio, ranked #31.

Vigilare Wealth Management first reported a position in LLY in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.54M in Q2 2024. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Vigilare Wealth Management held 1,819 shares of Eli Lilly worth $2.11M as of Q3 2026.
  • Vigilare Wealth Management bought 450 Eli Lilly shares in Q3 2026, an estimated $531K.
  • Eli Lilly made up 0.64% of Vigilare Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Vigilare Wealth Management first reported a position in Eli Lilly in Q1 2021 and has held it in 23 quarters since.
  • Vigilare Wealth Management's Eli Lilly position peaked at $2.54M in Q2 2024.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Vigilare Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.