Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Eli Lilly LLY Stock Holding History

Wealth Enhancement Advisory Services’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 		$218M Buy
204,606
+20,904
+11% +$24.7M 0.32% 47
2026
Q2 		$197M Buy
183,702
+22,314
+14% +$22.8M 0.33% 45
2026
Q1 		$136M Sell
161,388
-52,598
-25% -$53.3M 0.28% 63
2025
Q4 		$228M Buy
213,986
+11,817
+6% +$11.3M 0.31% 54
2025
Q3 		$171M Buy
202,169
+14,238
+8% +$10.6M 0.26% 72
2025
Q2 		$147M Buy
187,931
+36,066
+24% +$28M 0.24% 79
2025
Q1 		$125M Buy
151,865
+13,693
+10% +$11.4M 0.24% 80
2024
Q4 		$107M Sell
138,172
-29,546
-18% -$24.5M 0.2% 100
2024
Q3 		$149M Buy
167,718
+10,665
+7% +$9.6M 0.32% 60
2024
Q2 		$142M Buy
157,053
+22,603
+17% +$18.1M 0.34% 56
2024
Q1 		$105M Buy
134,450
+10,800
+9% +$7.69M 0.27% 78
2023
Q4 		$72.1M Buy
123,650
+4,549
+4% +$2.66M 0.21% 107
2023
Q3 		$64M Buy
119,101
+79,986
+204% +$41.2M 0.21% 106
2023
Q2 		$18.3M Sell
39,115
-3,911
-9% -$1.64M 0.2% 58
2023
Q1 		$14.8M Buy
43,026
+9,706
+29% +$3.27M 0.17% 68
2022
Q4 		$11.3M Buy
33,320
+25,457
+324% +$9.03M 0.15% 82
2022
Q3 		$2.57M Sell
7,863
-8,751
-53% -$2.77M 0.04% 156
2022
Q2 		$5.49M Buy
+16,614
New +$4.99M 0.08% 122
2021
Q4 		– Sell
-22,750
Closed -$5.65M – 318
2021
Q3 		$5.65M Sell
22,750
-13,435
-37% -$3.32M 0.08% 103
2021
Q2 		$8.38M Sell
36,185
-15,426
-30% -$3.1M 0.14% 76
2021
Q1 		$9.43M Buy
51,611
+1,263
+3% +$247K 0.17% 66
2020
Q4 		$9.6M Buy
50,348
+18,640
+59% +$2.78M 0.22% 49
2020
Q3 		$4.9M Buy
31,708
+22,622
+249% +$3.5M 0.13% 62
2020
Q2 		$1.5M Sell
9,086
-27,244
-75% -$4.18M 0.04% 147
2020
Q1 		$5.72M Buy
36,330
+5,421
+18% +$745K 0.2% 54
2019
Q4 		$4.06M Buy
+30,909
New +$3.58M 0.14% 69
2019
Q3 		– Sell
-29,178
Closed -$3.17M – 220
2019
Q2 		$3.17M Buy
29,178
+16,428
+129% +$1.93M 0.14% 61
2019
Q1 		$1.5M Sell
12,750
-3,167
-20% -$385K 0.08% 99
2018
Q4 		$1.86M Buy
+15,917
New +$1.78M 0.12% 69
2017
Q4 		– Sell
-10,670
Closed -$929K – 160
2017
Q3 		$929K Buy
+10,670
New +$875K 0.08% 108
2017
Q2 		– Sell
-18,945
Closed -$1.6M – 170
2017
Q1 		$1.6M Sell
18,945
-18,567
-49% -$1.49M 0.17% 66
2016
Q4 		$2.76M Buy
37,512
+13,616
+57% +$1.01M 0.33% 46
2016
Q3 		$1.95M Buy
+23,896
New +$1.91M 0.29% 52
2016
Q2 		– Sell
-14,161
Closed -$1.03M – 122
2016
Q1 		$1.03M Buy
14,161
+640
+5% +$48.4K 0.21% 103
2015
Q4 		$1.14M Buy
+13,521
New +$1.12M 0.29% 57

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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Wealth Enhancement Advisory Services's LLY Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Eli Lilly (LLY) stake by 11% in Q3 2026, buying an estimated $24.7M and bringing the position to 204,606 shares worth $218M. The position accounts for 0.32% of the portfolio, ranked #47.

Wealth Enhancement Advisory Services first reported a position in LLY in Q4 2015 and has held it in 35 quarters since. The position peaked at $228M in Q4 2025. 3,679 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Wealth Enhancement Advisory Services held 204,606 shares of Eli Lilly worth $218M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 20,904 Eli Lilly shares in Q3 2026, an estimated $24.7M.
  • Eli Lilly made up 0.32% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #47 holding.
  • Wealth Enhancement Advisory Services first reported a position in Eli Lilly in Q4 2015 and has held it in 35 quarters since.
  • Wealth Enhancement Advisory Services's Eli Lilly position peaked at $228M in Q4 2025.
  • 3,679 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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