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Bennett Associates Wealth Management’s Eli Lilly LLY Stock Holding History

Bennett Associates Wealth 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 		$885K Sell
765
-38
-5% -$44.8K 0.54% 25
2026
Q2 		$963K Buy
803
+137
+21% +$140K 0.6% 23
2026
Q1 		$613K Buy
666
+224
+51% +$227K 0.41% 27
2025
Q4 		$475K Buy
442
+133
+43% +$127K 0.33% 32
2025
Q3 		$236K Buy
+309
New +$230K 0.17% 45

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Bennett Associates Wealth Management's LLY Position: Q3 2026 in Review

Bennett Associates Wealth Management reduced its Eli Lilly (LLY) stake by 4.7% in Q3 2026, selling an estimated $44.8K and leaving 765 shares worth $885K. The position accounts for 0.54% of the portfolio, ranked #25.

Bennett Associates Wealth Management first reported a position in LLY in Q3 2025 and has held it in 5 quarters since. The position peaked at $963K in Q2 2026. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Bennett Associates Wealth Management held 765 shares of Eli Lilly worth $885K as of Q3 2026.
  • Bennett Associates Wealth Management sold 38 Eli Lilly shares in Q3 2026, an estimated $44.8K.
  • Eli Lilly made up 0.54% of Bennett Associates Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Bennett Associates Wealth Management first reported a position in Eli Lilly in Q3 2025 and has held it in 5 quarters since.
  • Bennett Associates Wealth Management's Eli Lilly position peaked at $963K in Q2 2026.
  • 1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.