WT Wealth Management’s Eli Lilly LLY Stock Holding History

WT 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	$683K	Sell	590 -55	-9%	-$64.9K	0.19%	84
2026 Q2	$774K	Hold	645	–	–	0.21%	82
2026 Q1	$593K	Sell	645 -14	-2%	-$14.2K	0.18%	91
2025 Q4	$708K	Buy	659 +10	+2%	+$9.6K	0.2%	82
2025 Q3	$495K	Sell	649 -165	-20%	-$123K	0.14%	93
2025 Q2	$635K	Buy	814 +14	+2%	+$10.9K	0.19%	84
2025 Q1	$661K	Hold	800	–	–	0.21%	72
2024 Q4	$618K	Hold	800	–	–	0.19%	79
2024 Q3	$734K	Sell	800 -49	-6%	-$44.1K	0.23%	74
2024 Q2	$769K	Sell	849 -67	-7%	-$53.6K	0.26%	73
2024 Q1	$713K	Hold	916	–	–	0.25%	77
2023 Q4	$534K	Hold	916	–	–	0.21%	75
2023 Q3	$492K	Buy	916 +116	+15%	+$59.8K	0.21%	78
2023 Q2	$375K	Hold	800	–	–	0.16%	86
2023 Q1	$275K	Hold	800	–	–	0.12%	98
2022 Q4	$293K	Sell	800 -75	-9%	-$26.6K	0.14%	87
2022 Q3	$283K	Sell	875 -100	-10%	-$31.7K	0.14%	84
2022 Q2	$316K	Sell	975 -75	-7%	-$22.5K	0.16%	93
2022 Q1	$301K	Hold	1,050	–	–	0.12%	99
2021 Q4	$290K	Hold	1,050	–	–	0.11%	107
2021 Q3	$243K	Sell	1,050 -250	-19%	-$61.7K	0.09%	111
2021 Q2	$298K	Hold	1,300	–	–	0.12%	108
2021 Q1	$243K	Hold	1,300	–	–	0.11%	113
2020 Q4	$219K	Buy	+1,300	New	+$194K	0.12%	108
2020 Q3	–	Sell	-1,300	Closed	-$213K	–	108
2020 Q2	$213K	Buy	+1,300	New	+$200K	0.17%	84

Other funds holding LLY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

WT Wealth Management reduced its Eli Lilly (LLY) stake by 8.5% in Q3 2026, selling an estimated $64.9K and leaving 590 shares worth $683K. The position accounts for 0.19% of the portfolio, ranked #84.

WT Wealth Management first reported a position in LLY in Q2 2020 and has held it in 25 quarters since. The position peaked at $774K in Q2 2026. 3,033 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

WT Wealth Management held 590 shares of Eli Lilly worth $683K as of Q3 2026.
WT Wealth Management sold 55 Eli Lilly shares in Q3 2026, an estimated $64.9K.
Eli Lilly made up 0.19% of WT Wealth Management's portfolio in Q3 2026, its #84 holding.
WT Wealth Management first reported a position in Eli Lilly in Q2 2020 and has held it in 25 quarters since.
WT Wealth Management's Eli Lilly position peaked at $774K in Q2 2026.
3,033 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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