Bell Asset Management’s Eli Lilly LLY Stock Holding History

Bell Asset 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	$2.63M	Sell	2,269 -1,092	-32%	-$1.29M	0.95%	41
2026 Q2	$4.03M	Buy	3,361 +642	+24%	+$656K	1.08%	33
2026 Q1	$2.5M	Sell	2,719 -315	-10%	-$319K	0.74%	55
2025 Q4	$3.28M	Sell	3,034 -4,072	-57%	-$3.89M	0.88%	52
2025 Q3	$5.42M	Sell	7,106 -4,248	-37%	-$3.16M	1.48%	17
2025 Q2	$8.85M	Buy	11,354 +877	+8%	+$681K	1.95%	9
2025 Q1	$8.65M	Buy	10,477 +4,840	+86%	+$4.03M	1.59%	17
2024 Q4	$4.35M	Buy	+5,637	New	+$4.67M	0.79%	58

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

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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Bell Asset Management's LLY Position: Q3 2026 in Review

Bell Asset Management reduced its Eli Lilly (LLY) stake by 32% in Q3 2026, selling an estimated $1.29M and leaving 2,269 shares worth $2.63M. The position accounts for 0.95% of the portfolio, ranked #41.

Bell Asset Management first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.85M in Q2 2025. 3,049 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Bell Asset Management held 2,269 shares of Eli Lilly worth $2.63M as of Q3 2026.
Bell Asset Management sold 1,092 Eli Lilly shares in Q3 2026, an estimated $1.29M.
Eli Lilly made up 0.95% of Bell Asset Management's portfolio in Q3 2026, its #41 holding.
Bell Asset Management first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
Bell Asset Management's Eli Lilly position peaked at $8.85M in Q2 2025.
3,049 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Bell Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.