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Whitaker-Myers Wealth Managers’s Eli Lilly LLY Stock Holding History

Whitaker-Myers Wealth Managers’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 		$399K Buy
+345
New +$407K 0.06% 91
2025
Q1 		– Sell
-617
Closed -$476K – 126
2024
Q4 		$476K Buy
+617
New +$511K 0.14% 61

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
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 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

Whitaker-Myers Wealth Managers's LLY Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers opened a new position in Eli Lilly (LLY) in Q3 2026: 345 shares worth $399K. The stake represents 0.06% of the portfolio and ranks #91 among its holdings. This is a return to the name: Whitaker-Myers Wealth Managers previously reported a position in LLY as recently as Q4 2024.

Whitaker-Myers Wealth Managers first reported a position in LLY in Q4 2024 and has held it in 2 quarters since. The position peaked at $476K in Q4 2024. 428 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 345 shares of Eli Lilly worth $399K as of Q3 2026.
  • Eli Lilly was a new Whitaker-Myers Wealth Managers position in Q3 2026.
  • Eli Lilly made up 0.06% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #91 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Eli Lilly in Q4 2024 and has held it in 2 quarters since.
  • Whitaker-Myers Wealth Managers's Eli Lilly position peaked at $476K in Q4 2024.
  • 428 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.