Apella Capital
LLY icon

Apella Capital’s Eli Lilly LLY Stock Holding History

Apella Capital’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 		$8.05M Buy
6,774
+2,498
+58% +$2.95M 0.1% 142
2026
Q2 		$5.28M Buy
4,276
+139
+3% +$142K 0.07% 160
2026
Q1 		$3.84M Buy
4,137
+963
+30% +$976K 0.06% 187
2025
Q4 		$3.41M Buy
3,174
+1,083
+52% +$1.04M 0.07% 160
2025
Q3 		$1.71M Buy
2,091
+260
+14% +$193K 0.04% 193
2025
Q2 		$1.42M Buy
1,831
+82
+5% +$63.7K 0.04% 182
2025
Q1 		$1.32M Buy
1,749
+151
+9% +$126K 0.05% 165
2024
Q4 		$1.23M Sell
1,598
-6
-0.4% -$4.97K 0.05% 150
2024
Q3 		$1.43M Buy
1,604
+16
+1% +$14.4K 0.06% 126
2024
Q2 		$1.48M Sell
1,588
-22
-1% -$17.6K 0.07% 124
2024
Q1 		$1.22M Buy
1,610
+6
+0.4% +$4.27K 0.06% 131
2023
Q4 		$986K Sell
1,604
-11
-0.7% -$6.42K 0.05% 136
2023
Q3 		$867K Buy
1,615
+804
+99% +$414K 0.06% 127
2023
Q2 		$380K Buy
+811
New +$340K 0.03% 187
2022
Q4 		$341K Buy
+932
New +$330K 0.03% 180

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Apella Capital's LLY Position: Q3 2026 in Review

Apella Capital increased its Eli Lilly (LLY) stake by 58% in Q3 2026, buying an estimated $2.95M and bringing the position to 6,774 shares worth $8.05M. The position accounts for 0.1% of the portfolio, ranked #142.

Apella Capital first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 1,387 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Apella Capital held 6,774 shares of Eli Lilly worth $8.05M as of Q3 2026.
  • Apella Capital bought 2,498 Eli Lilly shares in Q3 2026, an estimated $2.95M.
  • Eli Lilly made up 0.1% of Apella Capital's portfolio in Q3 2026, its #142 holding.
  • Apella Capital first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 1,387 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.