Wealth Quarterback
LLY icon

Wealth Quarterback’s Eli Lilly LLY Stock Holding History

Wealth Quarterback’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 		$1.83M Buy
1,578
+72
+5% +$85K 0.56% 34
2026
Q2 		$1.81M Buy
1,506
+150
+11% +$153K 0.56% 36
2026
Q1 		$1.25M Sell
1,356
-273
-17% -$277K 0.49% 41
2025
Q4 		$1.75M Sell
1,629
-120
-7% -$115K 0.63% 30
2025
Q3 		$1.33M Buy
1,749
+325
+23% +$242K 0.52% 41
2025
Q2 		$1.11M Buy
1,424
+251
+21% +$195K 0.53% 42
2025
Q1 		$969K Buy
1,173
+62
+6% +$51.6K 0.55% 45
2024
Q4 		$857K Sell
1,111
-606
-35% -$502K 0.4% 49
2024
Q3 		$1.52M Buy
1,717
+802
+88% +$721K 0.79% 26
2024
Q2 		$828K Sell
915
-485
-35% -$388K 0.47% 43
2024
Q1 		$1.09M Buy
1,400
+126
+10% +$89.7K 0.61% 32
2023
Q4 		$743K Buy
1,274
+6
+0.5% +$3.5K 0.45% 50
2023
Q3 		$681K Sell
1,268
-27
-2% -$13.9K 0.59% 42
2023
Q2 		$607K Sell
1,295
-64
-5% -$26.8K 0.42% 47
2023
Q1 		$467K Buy
1,359
+36
+3% +$12.1K 0.4% 59
2022
Q4 		$484K Sell
1,323
-42
-3% -$14.9K 0.4% 57
2022
Q3 		$441K Buy
1,365
+19
+1% +$6.02K 0.47% 53
2022
Q2 		$437K Buy
+1,346
New +$404K 0.34% 68
2021
Q3 		$329K Sell
1,424
-48
-3% -$11.8K 0.22% 81
2021
Q2 		$338K Buy
+1,472
New +$296K 0.21% 82
2020
Q4 		$240K Buy
1,419
+89
+7% +$13.3K 0.2% 95
2020
Q3 		$218K Hold
1,330
– – 0.2% 104
2020
Q2 		$218K Buy
1,330
+999
+302% +$153K 0.2% 104
2020
Q1 		$45.9K Sell
331
-2,450
-88% -$337K 0.04% 240
2019
Q4 		$76.6K Buy
+2,781
New +$322K 0.07% 190

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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Wealth Quarterback's LLY Position: Q3 2026 in Review

Wealth Quarterback increased its Eli Lilly (LLY) stake by 4.8% in Q3 2026, buying an estimated $85K and bringing the position to 1,578 shares worth $1.83M. The position accounts for 0.56% of the portfolio, ranked #34.

Wealth Quarterback first reported a position in LLY in Q4 2019 and has held it in 25 quarters since. 1,578 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Wealth Quarterback held 1,578 shares of Eli Lilly worth $1.83M as of Q3 2026.
  • Wealth Quarterback bought 72 Eli Lilly shares in Q3 2026, an estimated $85K.
  • Eli Lilly made up 0.56% of Wealth Quarterback's portfolio in Q3 2026, its #34 holding.
  • Wealth Quarterback first reported a position in Eli Lilly in Q4 2019 and has held it in 25 quarters since.
  • 1,578 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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