Wealthcare Advisory Partners 13F: Adds $3.4M to LLY Stake

Wealthcare Advisory Partners grew its holdings in Eli Lilly and Company (NYSE:LLY) by 28.9%, purchasing an additional 2,980 shares during the quarter. The disclosure appeared in a Form 13F filing with the Securities and Exchange Commission on October 21, 2026.

LLY Eli Lilly and Company

$1,272.20 ▲ +18.33% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Wealthcare Advisory Partners's Eli Lilly Position

The fund's latest filing shows it held 13,284 shares of the drug manufacturer at the end of the period, up from 10,304 shares previously. The added shares brought the total reported value of the stake to $15,370,704.

Other Institutional Activity in Eli Lilly

Other large investors adjusted their positions in Eli Lilly around the same time. B. Riley Wealth Advisors grew its holdings by 2,742 shares, ending with 25,044 shares worth about $28,977,792. First Citizens Bank & Trust lifted its stake by 7,019 shares to hold 38,512 shares valued at approximately $44,561,464. Kmg Fiduciary Partners reduced its position by 1,253 shares, leaving it with 23,393 shares worth about $27,067,260. Assenagon Asset Management S.A. grew its holdings by 283,911 shares, ending with 784,936 shares worth about $908,233,747. Livforsakringsbolaget Skandia, Omsesidigt trimmed its stake by 1,920 shares to hold 42,010 shares valued at approximately $48,608,931.

Eli Lilly and Company Stock Up 1.4%

Shares of Eli Lilly recently traded around $1,301.24 as of October 22, 2026, sitting above the stock's closing price of $1,270.75 on the filing date. The stock has traded between a 52-week low of $806.02 and a 52-week high of $1,311.75.

Recent Earnings

Eli Lilly reported $79.67 billion in trailing twelve months revenue along with earnings of $29.79 per share. The company is scheduled to release its next financial results on October 29, 2026.

Dividend

Eli Lilly pays an annual dividend rate of $6.92 per share, yielding 0.54% with a payout ratio of 21.7%.

Insider Buying and Selling at Eli Lilly and Company

Company insiders completed several transactions ahead of the filing. General Counsel Anat Hakim sold 5,000 shares on August 7, 2026. Officer Donald A Zakrowski disposed of 2,000 shares on August 10, 2026. Officer Patrik Jonsson sold 6,500 shares on August 17, 2026.

Analysts Set New Price Targets

Wall Street firms updated their outlooks on the drug maker leading up to the filing. JP Morgan maintained an Overweight rating with a $1,500.00 price target on September 28, 2026. Morgan Stanley kept an Overweight rating and raised its target to $1,430.00 on October 7, 2026. Cantor Fitzgerald maintained an Overweight rating with a $1,440.00 target on October 8, 2026. RBC Capital reiterated an Outperform rating and a $1,500.00 target on October 12, 2026. Leerink Partners maintained an Outperform rating and lifted its target to $1,316.00 on October 21, 2026. The stock carries a consensus buy rating with a mean price target of $1,331.55 across 30 analyst opinions.

About Eli Lilly

Eli Lilly and Company discovers, develops, and markets human pharmaceutical products globally. Headquartered in Indianapolis, the company focuses on treatments in areas such as diabetes, oncology, and immunology.

Bottom Line

Institutional interest in Eli Lilly remains strong as the company approaches its next earnings release on October 29, 2026. Investors continue to monitor shifts in major fund holdings alongside ongoing analyst coverage.