Allen Capital Group
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Allen Capital Group’s Eli Lilly LLY Stock Holding History

Allen Capital Group’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 		$2.51M Buy
2,172
+70
+3% +$82.6K 0.2% 100
2026
Q2 		$2.52M Buy
2,102
+184
+10% +$188K 0.21% 98
2026
Q1 		$1.76M Buy
1,918
+16
+0.8% +$16.2K 0.16% 103
2025
Q4 		$2.04M Buy
1,902
+461
+32% +$441K 0.19% 97
2025
Q3 		$1.1M Sell
1,441
-383
-21% -$285K 0.1% 123
2025
Q2 		$1.42M Buy
1,824
+254
+16% +$197K 0.15% 101
2025
Q1 		$1.3M Buy
1,570
+170
+12% +$141K 0.15% 101
2024
Q4 		$1.08M Buy
1,400
+536
+62% +$444K 0.13% 107
2024
Q3 		$765K Buy
864
+176
+26% +$158K 0.09% 120
2024
Q2 		$623K Buy
688
+117
+20% +$93.6K 0.09% 122
2024
Q1 		$444K Buy
571
+134
+31% +$95.4K 0.06% 137
2023
Q4 		$255K Buy
+437
New +$255K 0.04% 155
2022
Q1 		– Sell
-810
Closed -$224K – 178
2021
Q4 		$224K Buy
+810
New +$205K 0.03% 156

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Allen Capital Group's LLY Position: Q3 2026 in Review

Allen Capital Group increased its Eli Lilly (LLY) stake by 3.3% in Q3 2026, buying an estimated $82.6K and bringing the position to 2,172 shares worth $2.51M. The position accounts for 0.2% of the portfolio, ranked #100.

Allen Capital Group first reported a position in LLY in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.52M in Q2 2026. 2,091 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Allen Capital Group held 2,172 shares of Eli Lilly worth $2.51M as of Q3 2026.
  • Allen Capital Group bought 70 Eli Lilly shares in Q3 2026, an estimated $82.6K.
  • Eli Lilly made up 0.2% of Allen Capital Group's portfolio in Q3 2026, its #100 holding.
  • Allen Capital Group first reported a position in Eli Lilly in Q4 2021 and has held it in 13 quarters since.
  • Allen Capital Group's Eli Lilly position peaked at $2.52M in Q2 2026.
  • 2,091 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.