UMB Private Wealth Management, LLC’s Eli Lilly LLY Stock Holding History

UMB Private Wealth Management, LLC’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	$754K	Buy	+652	New	+$769K	0.73%	22

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

UMB Private Wealth Management, LLC's LLY Position: Q3 2026 in Review

UMB Private Wealth Management, LLC opened a new position in Eli Lilly (LLY) in Q3 2026: 652 shares worth $754K. The stake represents 0.73% of the portfolio and ranks #22 among its holdings.

1,134 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

UMB Private Wealth Management, LLC held 652 shares of Eli Lilly worth $754K as of Q3 2026.
Eli Lilly was a new UMB Private Wealth Management, LLC position in Q3 2026.
Eli Lilly made up 0.73% of UMB Private Wealth Management, LLC's portfolio in Q3 2026, its #22 holding.
1,134 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on UMB Private Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.