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Allied Investment Advisors’s Eli Lilly LLY Stock Holding History

Allied Investment Advisors’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
312
+1
+0.3% +$1.18K 0.03% 87
2026
Q2 		$374K Sell
311
-1
-0.3% -$1.02K 0.05% 82
2026
Q1 		$287K Hold
312
– – 0.04% 82
2025
Q4 		$335K Sell
312
-14
-4% -$13.4K 0.05% 78
2025
Q3 		$248K Buy
326
+59
+22% +$43.9K 0.04% 86
2025
Q2 		$208K Sell
267
-3
-1% -$2.33K 0.04% 82
2025
Q1 		$223K Hold
270
– – 0.04% 82
2024
Q4 		$208K Buy
270
+18
+7% +$14.9K 0.04% 77
2024
Q3 		$223K Sell
252
-17
-6% -$15.3K 0.04% 71
2024
Q2 		$243K Hold
269
– – 0.06% 62
2024
Q1 		$209K Buy
+269
New +$191K 0.05% 65

Other funds holding LLY

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Allied Investment Advisors's LLY Position: Q3 2026 in Review

Allied Investment Advisors increased its Eli Lilly (LLY) stake by 0.32% in Q3 2026, buying an estimated $1.18K and bringing the position to 312 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #87.

Allied Investment Advisors first reported a position in LLY in Q1 2024 and has held it in 11 quarters since. The position peaked at $374K in Q2 2026. 428 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Allied Investment Advisors held 312 shares of Eli Lilly worth $360K as of Q3 2026.
  • Allied Investment Advisors bought 1 Eli Lilly share in Q3 2026, an estimated $1.18K.
  • Eli Lilly made up 0.03% of Allied Investment Advisors's portfolio in Q3 2026, its #87 holding.
  • Allied Investment Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 11 quarters since.
  • Allied Investment Advisors's Eli Lilly position peaked at $374K in Q2 2026.
  • 428 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.