Wealth Advisory Solutions
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Wealth Advisory Solutions’s Eli Lilly LLY Stock Holding History

Wealth Advisory Solutions’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 		$18.7M Sell
16,200
-14
-0.1% -$16.5K 3.87% 6
2026
Q2 		$19.4M Sell
16,214
-174
-1% -$178K 3.99% 6
2026
Q1 		$15.1M Sell
16,388
-5,576
-25% -$5.65M 3.36% 6
2025
Q4 		$23.6M Sell
21,964
-172
-0.8% -$164K 5.5% 4
2025
Q3 		$16.9M Buy
22,136
+2,920
+15% +$2.17M 4.09% 4
2025
Q2 		$15M Buy
19,216
+45
+0.2% +$35K 3.79% 4
2025
Q1 		$15.8M Buy
19,171
+2,924
+18% +$2.43M 4.19% 5
2024
Q4 		$12.5M Buy
16,247
+355
+2% +$294K 3.51% 6
2024
Q3 		$14.1M Sell
15,892
-494
-3% -$444K 3.88% 6
2024
Q2 		$14.8M Sell
16,386
-1,600
-9% -$1.28M 4.02% 6
2024
Q1 		$14M Sell
17,986
-35
-0.2% -$24.9K 3.62% 6
2023
Q4 		$10.5M Buy
18,021
+300
+2% +$175K 3.67% 5
2023
Q3 		$9.5M Sell
17,721
-3,423
-16% -$1.76M 1.86% 12
2023
Q2 		$9.9M Sell
21,144
-1,018
-5% -$427K 2.64% 7
2023
Q1 		$7.61M Sell
22,162
-4,386
-17% -$1.48M 2.02% 13
2022
Q4 		$9.7M Sell
26,548
-1,987
-7% -$705K 2.61% 10
2022
Q3 		$9.23M Sell
28,535
-988
-3% -$313K 2.55% 7
2022
Q2 		$9.6M Buy
29,523
+1,584
+6% +$475K 2.36% 8
2022
Q1 		$8M Buy
+27,939
New +$7.19M 1.66% 16
2021
Q3 		$6.94M Sell
30,050
-239
-0.8% -$59K 1.54% 13
2021
Q2 		$6.95M Buy
30,289
+504
+2% +$101K 1.65% 12
2021
Q1 		$6M Sell
29,785
-32,899
-52% -$6.44M 1.25% 17
2020
Q4 		$10.5M Buy
62,684
+264
+0.4% +$39.4K 2.85% 4
2020
Q3 		$9.24M Buy
62,420
+23,695
+61% +$3.67M 2.45% 5
2020
Q2 		$6.36M Sell
38,725
-247
-0.6% -$37.9K 1.77% 10
2020
Q1 		$5.41M Sell
38,972
-7,653
-16% -$1.05M 1.84% 10
2019
Q4 		$6.13M Buy
+46,625
New +$5.4M 1.61% 12

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
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Wealth Advisory Solutions's LLY Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its Eli Lilly (LLY) stake by 0.09% in Q3 2026, selling an estimated $16.5K and leaving 16,200 shares worth $18.7M. The position accounts for 3.87% of the portfolio, ranked #6.

Wealth Advisory Solutions first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $23.6M in Q4 2025. 1,190 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Wealth Advisory Solutions held 16,200 shares of Eli Lilly worth $18.7M as of Q3 2026.
  • Wealth Advisory Solutions sold 14 Eli Lilly shares in Q3 2026, an estimated $16.5K.
  • Eli Lilly made up 3.87% of Wealth Advisory Solutions's portfolio in Q3 2026, its #6 holding.
  • Wealth Advisory Solutions first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • Wealth Advisory Solutions's Eli Lilly position peaked at $23.6M in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.