Wolff Financial Management
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Wolff Financial Management’s Eli Lilly LLY Stock Holding History

Wolff Financial 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 		$9.07M Buy
7,834
+62
+0.8% +$73.2K 1.83% 12
2026
Q2 		$9.32M Sell
7,772
-425
-5% -$434K 1.86% 12
2026
Q1 		$7.54M Buy
8,197
+1
+0% +$1.01K 1.67% 12
2025
Q4 		$8.81M Hold
8,196
– – 1.98% 12
2025
Q3 		$6.25M Sell
8,196
-207
-2% -$154K 1.45% 12
2025
Q2 		$6.55M Sell
8,403
-402
-5% -$312K 1.69% 11
2025
Q1 		$7.27M Hold
8,805
– – 2.01% 11
2024
Q4 		$6.8M Sell
8,805
-224
-2% -$185K 1.89% 11
2024
Q3 		$8M Buy
+9,029
New +$8.12M 2.17% 11
2024
Q2 		– Sell
-9,029
Closed -$7.02M – 65
2024
Q1 		$7.02M Sell
9,029
-5,808
-39% -$4.13M 2.05% 11
2023
Q4 		$8.65M Buy
14,837
+1
+0% +$584 2.67% 10
2023
Q3 		$7.97M Buy
+14,836
New +$7.64M 2.72% 10
2023
Q2 		– Sell
-15,128
Closed -$5.2M – 67
2023
Q1 		$5.2M Buy
15,128
+1
+0% +$337 1.81% 13
2022
Q4 		$5.53M Sell
15,127
-17
-0.1% -$6.03K 2.05% 13
2022
Q3 		$4.9M Buy
15,144
+1
+0% +$317 2.23% 14
2022
Q2 		$4.91M Buy
15,143
+1,815
+14% +$545K 2.18% 14
2022
Q1 		$3.82M Buy
13,328
+1
+0% +$257 1.52% 16
2021
Q4 		$3.68M Buy
+13,327
New +$3.38M 1.39% 16
2021
Q1 		$2.63M Sell
14,081
-411
-3% -$80.4K 1.21% 21
2020
Q4 		$2.45M Sell
14,492
-191
-1% -$28.5K 1.28% 21
2020
Q3 		$2.17M Buy
14,683
+2
+0% +$310 1.29% 19
2020
Q2 		$2.41M Buy
14,681
+2
+0% +$307 1.53% 17
2020
Q1 		$2.04M Buy
14,679
+415
+3% +$57K 1.54% 16
2019
Q4 		$1.88M Sell
14,264
-83
-0.6% -$9.6K 1.24% 18
2019
Q3 		$1.6M Buy
14,347
+2
+0% +$223 1.17% 20
2019
Q2 		$1.59M Buy
14,345
+2
+0% +$236 1.22% 18
2019
Q1 		$1.86M Buy
14,343
+368
+3% +$44.7K 1.54% 15
2018
Q4 		$1.62M Buy
+13,975
New +$1.56M 1.57% 14

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Wolff Financial Management's LLY Position: Q3 2026 in Review

Wolff Financial Management increased its Eli Lilly (LLY) stake by 0.8% in Q3 2026, buying an estimated $73.2K and bringing the position to 7,834 shares worth $9.07M. The position accounts for 1.83% of the portfolio, ranked #12.

Wolff Financial Management first reported a position in LLY in Q4 2018 and has held it in 28 quarters since. The position peaked at $9.32M in Q2 2026. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Wolff Financial Management held 7,834 shares of Eli Lilly worth $9.07M as of Q3 2026.
  • Wolff Financial Management bought 62 Eli Lilly shares in Q3 2026, an estimated $73.2K.
  • Eli Lilly made up 1.83% of Wolff Financial Management's portfolio in Q3 2026, its #12 holding.
  • Wolff Financial Management first reported a position in Eli Lilly in Q4 2018 and has held it in 28 quarters since.
  • Wolff Financial Management's Eli Lilly position peaked at $9.32M in Q2 2026.
  • 2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Wolff Financial Management's 13F filing for Q3 2026, filed 23 Oct 2026.