Atala Financial’s Eli Lilly LLY Stock Holding History

Atala Financial’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	$633K	Buy	547 +10	+2%	+$11.8K	0.37%	64
2026 Q2	$644K	Buy	537 +4	+0.8%	+$4.09K	0.39%	63
2026 Q1	$498K	Buy	533 +9	+2%	+$9.12K	0.33%	69
2025 Q4	$563K	Hold	524	–	–	0.36%	61
2025 Q3	$400K	Sell	524 -221	-30%	-$164K	0.25%	76
2025 Q2	$581K	Hold	745	–	–	0.4%	59
2025 Q1	$615K	Hold	745	–	–	0.45%	56
2024 Q4	$575K	Buy	+745	New	+$617K	0.4%	58

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Atala Financial's LLY Position: Q3 2026 in Review

Atala Financial increased its Eli Lilly (LLY) stake by 1.9% in Q3 2026, buying an estimated $11.8K and bringing the position to 547 shares worth $633K. The position accounts for 0.37% of the portfolio, ranked #64.

Atala Financial first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $644K in Q2 2026. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Atala Financial held 547 shares of Eli Lilly worth $633K as of Q3 2026.
Atala Financial bought 10 Eli Lilly shares in Q3 2026, an estimated $11.8K.
Eli Lilly made up 0.37% of Atala Financial's portfolio in Q3 2026, its #64 holding.
Atala Financial first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
Atala Financial's Eli Lilly position peaked at $644K in Q2 2026.
1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.