Benchmark Financial
LLY icon

Benchmark Financial’s Eli Lilly LLY Stock Holding History

Benchmark 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 		$319K Hold
276
– – 0.25% 49
2026
Q2 		$331K Sell
276
-20
-7% -$20.4K 0.27% 44
2026
Q1 		$272K Hold
296
– – 0.24% 44
2025
Q4 		$318K Buy
+296
New +$283K 0.32% 39

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

Benchmark Financial's LLY Position: Q3 2026 in Review

Benchmark Financial held its Eli Lilly (LLY) position steady in Q3 2026 at 276 shares worth $319K. The position accounts for 0.25% of the portfolio, ranked #49.

Benchmark Financial first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. The position peaked at $331K in Q2 2026. 2,910 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Benchmark Financial held 276 shares of Eli Lilly worth $319K as of Q3 2026.
  • Benchmark Financial left its Eli Lilly share count unchanged in Q3 2026.
  • Eli Lilly made up 0.25% of Benchmark Financial's portfolio in Q3 2026, its #49 holding.
  • Benchmark Financial first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • Benchmark Financial's Eli Lilly position peaked at $331K in Q2 2026.
  • 2,910 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.