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Box Hill Private Wealth’s Eli Lilly LLY Stock Holding History

Box Hill Private Wealth’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 		$611K Buy
528
+8
+2% +$9.44K 0.44% 35
2026
Q2 		$624K Buy
520
+17
+3% +$17.4K 0.5% 35
2026
Q1 		$463K Buy
503
+1
+0.2% +$1.01K 0.46% 33
2025
Q4 		$540K Buy
+502
New +$480K 0.55% 34

Other funds holding LLY

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Box Hill Private Wealth's LLY Position: Q3 2026 in Review

Box Hill Private Wealth increased its Eli Lilly (LLY) stake by 1.5% in Q3 2026, buying an estimated $9.44K and bringing the position to 528 shares worth $611K. The position accounts for 0.44% of the portfolio, ranked #35.

Box Hill Private Wealth first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. The position peaked at $624K in Q2 2026. 43 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Box Hill Private Wealth held 528 shares of Eli Lilly worth $611K as of Q3 2026.
  • Box Hill Private Wealth bought 8 Eli Lilly shares in Q3 2026, an estimated $9.44K.
  • Eli Lilly made up 0.44% of Box Hill Private Wealth's portfolio in Q3 2026, its #35 holding.
  • Box Hill Private Wealth first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • Box Hill Private Wealth's Eli Lilly position peaked at $624K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.