Carter Financial Group’s Eli Lilly LLY Stock Holding History

Carter Financial Group’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	$621K	Buy	+536	New	+$632K	0.32%	59

Other funds holding LLY

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Carter Financial Group's LLY Position: Q3 2026 in Review

Carter Financial Group opened a new position in Eli Lilly (LLY) in Q3 2026: 536 shares worth $621K. The stake represents 0.32% of the portfolio and ranks #59 among its holdings.

2,091 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Carter Financial Group held 536 shares of Eli Lilly worth $621K as of Q3 2026.
Eli Lilly was a new Carter Financial Group position in Q3 2026.
Eli Lilly made up 0.32% of Carter Financial Group's portfolio in Q3 2026, its #59 holding.
2,091 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.