BigSur Wealth Management’s Eli Lilly LLY Stock Holding History

BigSur 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	$1.55M	Hold	1,340	–	–	0.37%	76
2026 Q2	$1.61M	Sell	1,340 -200	-13%	-$204K	0.39%	73
2026 Q1	$1.42M	Sell	1,540 -800	-34%	-$811K	0.4%	71
2025 Q4	$2.51M	Hold	2,340	–	–	0.61%	51
2025 Q3	$1.79M	Buy	2,340 +140	+6%	+$104K	0.44%	59
2025 Q2	$1.71M	Buy	2,200 +1,600	+267%	+$1.24M	0.43%	62
2025 Q1	$496K	Hold	600	–	–	0.13%	117
2024 Q4	$463K	Hold	600	–	–	0.13%	119
2024 Q3	$532K	Buy	600 +100	+20%	+$89.9K	0.15%	113
2024 Q2	$453K	Hold	500	–	–	0.14%	118
2024 Q1	$389K	Hold	500	–	–	0.12%	119
2023 Q4	$291K	Hold	500	–	–	0.14%	92
2023 Q3	$269K	Sell	500 -145	-22%	-$74.7K	0.14%	92
2023 Q2	$302K	Sell	645 -25	-4%	-$10.5K	0.14%	95
2023 Q1	$230K	Hold	670	–	–	0.11%	104
2022 Q4	$245K	Sell	670 -30	-4%	-$10.6K	0.12%	102
2022 Q3	$226K	Hold	700	–	–	0.11%	108
2022 Q2	$227K	Hold	700	–	–	0.11%	110
2022 Q1	$200K	Buy	+700	New	+$180K	0.08%	125
2018 Q2	–	Sell	-2,668	Closed	-$206K	–	107
2018 Q1	$206K	Sell	2,668 -1,519	-36%	-$122K	0.15%	105
2017 Q4	$354K	Hold	4,187	–	–	0.35%	62
2017 Q3	$358K	Hold	4,187	–	–	0.36%	63
2017 Q2	$344K	Hold	4,187	–	–	0.35%	63
2017 Q1	$338K	Sell	4,187 -313	-7%	-$25.1K	0.37%	62
2016 Q4	$331K	Buy	+4,500	New	+$335K	0.44%	54

Other funds holding LLY

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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

BigSur Wealth Management's LLY Position: Q3 2026 in Review

BigSur Wealth Management held its Eli Lilly (LLY) position steady in Q3 2026 at 1,340 shares worth $1.55M. The position accounts for 0.37% of the portfolio, ranked #76.

BigSur Wealth Management first reported a position in LLY in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.51M in Q4 2025. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

BigSur Wealth Management held 1,340 shares of Eli Lilly worth $1.55M as of Q3 2026.
BigSur Wealth Management left its Eli Lilly share count unchanged in Q3 2026.
Eli Lilly made up 0.37% of BigSur Wealth Management's portfolio in Q3 2026, its #76 holding.
BigSur Wealth Management first reported a position in Eli Lilly in Q4 2016 and has held it in 25 quarters since.
BigSur Wealth Management's Eli Lilly position peaked at $2.51M in Q4 2025.
1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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