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VisionPoint Advisory Group’s Eli Lilly LLY Stock Holding History

VisionPoint Advisory 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 		$5.09M Buy
4,398
+136
+3% +$160K 0.8% 27
2026
Q2 		$5.11M Buy
4,262
+2,175
+104% +$2.22M 0.83% 24
2026
Q1 		$1.92M Buy
2,087
+220
+12% +$223K 0.36% 67
2025
Q4 		$2.01M Buy
1,867
+309
+20% +$295K 0.39% 70
2025
Q3 		$1.19M Sell
1,558
-423
-21% -$315K 0.24% 106
2025
Q2 		$1.54M Buy
1,981
+939
+90% +$730K 0.34% 85
2025
Q1 		$861K Sell
1,042
-16
-2% -$13.3K 0.3% 75
2024
Q4 		$823K Sell
1,058
-284
-21% -$235K 0.28% 91
2024
Q3 		$1.19M Buy
1,342
+117
+10% +$105K 0.4% 74
2024
Q2 		$1.11M Buy
1,225
+5
+0.4% +$4K 0.39% 68
2024
Q1 		$949K Buy
1,220
+619
+103% +$441K 0.34% 80
2023
Q4 		$350K Sell
601
-1
-0.2% -$584 0.13% 119
2023
Q3 		$323K Sell
602
-89
-13% -$45.9K 0.14% 118
2023
Q2 		$324K Sell
691
-42
-6% -$17.6K 0.13% 111
2023
Q1 		$314K Sell
733
-120
-14% -$40.5K 0.14% 114
2022
Q4 		$299K Sell
853
-215
-20% -$76.2K 0.12% 102
2022
Q3 		$345K Buy
1,068
+79
+8% +$25K 0.17% 64
2022
Q2 		$298K Buy
+989
New +$297K 0.12% 82

Other funds holding LLY

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

VisionPoint Advisory Group's LLY Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Eli Lilly (LLY) stake by 3.2% in Q3 2026, buying an estimated $160K and bringing the position to 4,398 shares worth $5.09M. The position accounts for 0.8% of the portfolio, ranked #27.

VisionPoint Advisory Group first reported a position in LLY in Q2 2022 and has held it in 18 quarters since. The position peaked at $5.11M in Q2 2026. 255 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • VisionPoint Advisory Group held 4,398 shares of Eli Lilly worth $5.09M as of Q3 2026.
  • VisionPoint Advisory Group bought 136 Eli Lilly shares in Q3 2026, an estimated $160K.
  • Eli Lilly made up 0.8% of VisionPoint Advisory Group's portfolio in Q3 2026, its #27 holding.
  • VisionPoint Advisory Group first reported a position in Eli Lilly in Q2 2022 and has held it in 18 quarters since.
  • VisionPoint Advisory Group's Eli Lilly position peaked at $5.11M in Q2 2026.
  • 255 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.