Carnegie Lake Advisors
LLY icon

Carnegie Lake Advisors’s Eli Lilly LLY Stock Holding History

Carnegie Lake Advisors’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 		$451K Buy
390
+19
+5% +$22.4K 0.17% 116
2026
Q2 		$445K Hold
371
– – 0.17% 116
2026
Q1 		$341K Hold
371
– – 0.14% 129
2025
Q4 		$399K Hold
371
– – 0.15% 117
2025
Q3 		$283K Hold
371
– – 0.11% 138
2025
Q2 		$289K Hold
371
– – 0.11% 128
2025
Q1 		$306K Hold
371
– – 0.12% 121
2024
Q4 		$286K Hold
371
– – 0.12% 121
2024
Q3 		$329K Buy
+371
New +$334K 0.13% 114

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Carnegie Lake Advisors's LLY Position: Q3 2026 in Review

Carnegie Lake Advisors increased its Eli Lilly (LLY) stake by 5.1% in Q3 2026, buying an estimated $22.4K and bringing the position to 390 shares worth $451K. The position accounts for 0.17% of the portfolio, ranked #116.

Carnegie Lake Advisors first reported a position in LLY in Q3 2024 and has held it in 9 quarters since. 4,065 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Carnegie Lake Advisors held 390 shares of Eli Lilly worth $451K as of Q3 2026.
  • Carnegie Lake Advisors bought 19 Eli Lilly shares in Q3 2026, an estimated $22.4K.
  • Eli Lilly made up 0.17% of Carnegie Lake Advisors's portfolio in Q3 2026, its #116 holding.
  • Carnegie Lake Advisors first reported a position in Eli Lilly in Q3 2024 and has held it in 9 quarters since.
  • 4,065 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Carnegie Lake Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.