Altiora Financial Group’s Eli Lilly LLY Stock Holding History

Altiora Financial 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	$1.04M	Hold	898	–	–	0.17%	53
2026 Q2	$1.08M	Buy	898 +3	+0.3%	+$3.06K	0.17%	54
2026 Q1	$823K	Sell	895 -8	-0.9%	-$8.11K	0.14%	59
2025 Q4	$970K	Sell	903 -41	-4%	-$39.2K	0.17%	53
2025 Q3	$720K	Hold	944	–	–	0.13%	54
2025 Q2	$736K	Hold	944	–	–	0.14%	54
2025 Q1	$780K	Sell	944 -30	-3%	-$25K	0.17%	52
2024 Q4	$752K	Buy	974 +336	+53%	+$278K	0.16%	54
2024 Q3	$565K	Hold	638	–	–	0.13%	66
2024 Q2	$578K	Buy	638 +41	+7%	+$32.8K	0.14%	59
2024 Q1	$464K	Sell	597 -16	-3%	-$11.4K	0.13%	60
2023 Q4	$357K	Buy	613 +159	+35%	+$92.8K	0.1%	62
2023 Q3	$244K	Buy	+454	New	+$234K	0.11%	53

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Altiora Financial Group's LLY Position: Q3 2026 in Review

Altiora Financial Group held its Eli Lilly (LLY) position steady in Q3 2026 at 898 shares worth $1.04M. The position accounts for 0.17% of the portfolio, ranked #53.

Altiora Financial Group first reported a position in LLY in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.08M in Q2 2026. 3,844 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Altiora Financial Group held 898 shares of Eli Lilly worth $1.04M as of Q3 2026.
Altiora Financial Group left its Eli Lilly share count unchanged in Q3 2026.
Eli Lilly made up 0.17% of Altiora Financial Group's portfolio in Q3 2026, its #53 holding.
Altiora Financial Group first reported a position in Eli Lilly in Q3 2023 and has held it in 13 quarters since.
Altiora Financial Group's Eli Lilly position peaked at $1.08M in Q2 2026.
3,844 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Altiora Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.