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Yoder Wealth Management’s Eli Lilly LLY Stock Holding History

Yoder 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 		$360K Buy
311
+32
+11% +$37.8K 0.14% 89
2026
Q2 		$335K Buy
279
+3
+1% +$3.06K 0.13% 93
2026
Q1 		$254K Buy
276
+23
+9% +$23.3K 0.12% 107
2025
Q4 		$272K Buy
+253
New +$242K 0.12% 99

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

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

Yoder Wealth Management increased its Eli Lilly (LLY) stake by 11% in Q3 2026, buying an estimated $37.8K and bringing the position to 311 shares worth $360K. The position accounts for 0.14% of the portfolio, ranked #89.

Yoder Wealth Management first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. 1,034 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Yoder Wealth Management held 311 shares of Eli Lilly worth $360K as of Q3 2026.
  • Yoder Wealth Management bought 32 Eli Lilly shares in Q3 2026, an estimated $37.8K.
  • Eli Lilly made up 0.14% of Yoder Wealth Management's portfolio in Q3 2026, its #89 holding.
  • Yoder Wealth Management first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • 1,034 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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