Wiser Wealth Management’s Eli Lilly LLY Stock Holding History

Wiser Wealth Management’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	$663K	Buy	573 +48	+9%	+$56.6K	0.12%	38
2026 Q2	$630K	Buy	525 +42	+9%	+$42.9K	0.12%	40
2026 Q1	$444K	Buy	483 +30	+7%	+$30.4K	0.1%	43
2025 Q4	$487K	Sell	453 -22	-5%	-$21K	0.11%	41
2025 Q3	$362K	Buy	475 +163	+52%	+$121K	0.08%	43
2025 Q2	$243K	Sell	312 -4	-1%	-$3.11K	0.06%	46
2025 Q1	$261K	Buy	316 +22	+7%	+$18.3K	0.07%	42
2024 Q4	$227K	Sell	294 -269	-48%	-$223K	0.06%	44
2024 Q3	$499K	Buy	+563	New	+$506K	0.14%	31

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Wiser Wealth Management's LLY Position: Q3 2026 in Review

Wiser Wealth Management increased its Eli Lilly (LLY) stake by 9.1% in Q3 2026, buying an estimated $56.6K and bringing the position to 573 shares worth $663K. The position accounts for 0.12% of the portfolio, ranked #38.

Wiser Wealth Management first reported a position in LLY in Q3 2024 and has held it in 9 quarters since. 1,134 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Wiser Wealth Management held 573 shares of Eli Lilly worth $663K as of Q3 2026.
Wiser Wealth Management bought 48 Eli Lilly shares in Q3 2026, an estimated $56.6K.
Eli Lilly made up 0.12% of Wiser Wealth Management's portfolio in Q3 2026, its #38 holding.
Wiser Wealth Management first reported a position in Eli Lilly in Q3 2024 and has held it in 9 quarters since.
1,134 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.