Waypoint Wealth Counsel
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Waypoint Wealth Counsel’s Eli Lilly LLY Stock Holding History

Waypoint Wealth Counsel’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 		$392K Buy
339
+15
+5% +$17.7K 0.23% 76
2026
Q2 		$389K Sell
324
-140
-30% -$143K 0.24% 70
2026
Q1 		$427K Sell
464
-314
-40% -$318K 0.22% 97
2025
Q4 		$836K Buy
778
+59
+8% +$56.4K 0.31% 58
2025
Q3 		$549K Buy
719
+90
+14% +$67K 0.22% 86
2025
Q2 		$490K Sell
629
-163
-21% -$127K 0.24% 64
2025
Q1 		$654K Buy
792
+161
+26% +$134K 0.41% 42
2024
Q4 		$487K Sell
631
-17
-3% -$14.1K 0.32% 54
2024
Q3 		$574K Buy
648
+107
+20% +$96.2K 0.39% 48
2024
Q2 		$490K Buy
541
+8
+2% +$6.4K 0.37% 45
2024
Q1 		$415K Buy
533
+31
+6% +$22.1K 0.32% 52
2023
Q4 		$293K Buy
502
+20
+4% +$11.7K 0.25% 70
2023
Q3 		$259K Buy
482
+3
+0.6% +$1.55K 0.24% 71
2023
Q2 		$225K Buy
+479
New +$201K 0.2% 79

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Waypoint Wealth Counsel's LLY Position: Q3 2026 in Review

Waypoint Wealth Counsel increased its Eli Lilly (LLY) stake by 4.6% in Q3 2026, buying an estimated $17.7K and bringing the position to 339 shares worth $392K. The position accounts for 0.23% of the portfolio, ranked #76.

Waypoint Wealth Counsel first reported a position in LLY in Q2 2023 and has held it in 14 quarters since. The position peaked at $836K in Q4 2025. 3,033 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Waypoint Wealth Counsel held 339 shares of Eli Lilly worth $392K as of Q3 2026.
  • Waypoint Wealth Counsel bought 15 Eli Lilly shares in Q3 2026, an estimated $17.7K.
  • Eli Lilly made up 0.23% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #76 holding.
  • Waypoint Wealth Counsel first reported a position in Eli Lilly in Q2 2023 and has held it in 14 quarters since.
  • Waypoint Wealth Counsel's Eli Lilly position peaked at $836K in Q4 2025.
  • 3,033 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.