Barlow Wealth Partners’s Eli Lilly LLY Stock Holding History

Barlow Wealth Partners’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	$3.01M	Buy	2,599 +1,151	+79%	+$1.36M	0.31%	36
2026 Q2	$1.76M	Hold	1,448	–	–	0.19%	45
2026 Q1	$1.34M	Buy	1,448 +13	+0.9%	+$13.2K	0.15%	45
2025 Q4	$1.53M	Buy	1,435 +95	+7%	+$90.8K	0.16%	46
2025 Q3	$1.09M	Buy	1,340 +391	+41%	+$291K	0.12%	56
2025 Q2	$740K	Sell	949 -20,416	-96%	-$15.9M	0.09%	65
2025 Q1	$18.9M	Buy	21,365 +20,279	+1,867%	+$16.9M	2.48%	16
2024 Q4	$811K	Sell	1,086 -945	-47%	-$782K	0.1%	65
2024 Q3	$1.82M	Hold	2,031	–	–	0.24%	51
2024 Q2	$1.75M	Hold	2,031	–	–	0.24%	51
2024 Q1	$1.53M	Hold	2,031	–	–	0.21%	59
2023 Q4	$1.18M	Buy	+2,031	New	+$1.19M	0.17%	64

Other funds holding LLY

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Barlow Wealth Partners's LLY Position: Q3 2026 in Review

Barlow Wealth Partners increased its Eli Lilly (LLY) stake by 79% in Q3 2026, buying an estimated $1.36M and bringing the position to 2,599 shares worth $3.01M. The position accounts for 0.31% of the portfolio, ranked #36.

Barlow Wealth Partners first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $18.9M in Q1 2025. 2,091 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Barlow Wealth Partners held 2,599 shares of Eli Lilly worth $3.01M as of Q3 2026.
Barlow Wealth Partners bought 1,151 Eli Lilly shares in Q3 2026, an estimated $1.36M.
Eli Lilly made up 0.31% of Barlow Wealth Partners's portfolio in Q3 2026, its #36 holding.
Barlow Wealth Partners first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
Barlow Wealth Partners's Eli Lilly position peaked at $18.9M in Q1 2025.
2,091 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.