Barden Capital Management
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Barden Capital Management’s Eli Lilly LLY Stock Holding History

Barden Capital Management’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 		$2.35M Buy
2,034
+4
+0.2% +$4.72K 2.14% 14
2026
Q2 		$2.43M Sell
2,030
-814
-29% -$832K 2.25% 16
2026
Q1 		$2.62M Buy
2,844
+97
+4% +$98.3K 2.24% 13
2025
Q4 		$2.95M Sell
2,747
-50
-2% -$47.8K 2.42% 12
2025
Q3 		$2.13M Sell
2,797
-2
-0.1% -$1.49K 1.77% 19
2025
Q2 		$2.18M Sell
2,799
-163
-6% -$127K 1.91% 18
2025
Q1 		$2.45M Sell
2,962
-155
-5% -$129K 2.18% 14
2024
Q4 		$2.41M Buy
3,117
+47
+2% +$38.9K 2.06% 15
2024
Q3 		$2.72M Sell
3,070
-194
-6% -$174K 2.39% 12
2024
Q2 		$2.96M Buy
3,264
+26
+0.8% +$20.8K 2.79% 9
2024
Q1 		$2.52M Sell
3,238
-538
-14% -$383K 2.43% 11
2023
Q4 		$2.05M Buy
3,776
+548
+17% +$320K 1.67% 17
2023
Q3 		$1.73M Buy
3,228
+22
+0.7% +$11.3K 1.68% 20
2023
Q2 		$1.5M Buy
3,206
+509
+19% +$213K 1.65% 23
2023
Q1 		$926K Buy
2,697
+40
+2% +$13.5K 0.89% 46
2022
Q4 		$972K Buy
2,657
+20
+0.8% +$7.09K 1% 43
2022
Q3 		$853K Buy
+2,637
New +$835K 0.99% 45

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barden Capital Management's LLY Position: Q3 2026 in Review

Barden Capital Management increased its Eli Lilly (LLY) stake by 0.2% in Q3 2026, buying an estimated $4.72K and bringing the position to 2,034 shares worth $2.35M. The position accounts for 2.14% of the portfolio, ranked #14.

Barden Capital Management first reported a position in LLY in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.96M in Q2 2024. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Barden Capital Management held 2,034 shares of Eli Lilly worth $2.35M as of Q3 2026.
  • Barden Capital Management bought 4 Eli Lilly shares in Q3 2026, an estimated $4.72K.
  • Eli Lilly made up 2.14% of Barden Capital Management's portfolio in Q3 2026, its #14 holding.
  • Barden Capital Management first reported a position in Eli Lilly in Q3 2022 and has held it in 17 quarters since.
  • Barden Capital Management's Eli Lilly position peaked at $2.96M in Q2 2024.
  • 2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Barden Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.