Catalyst Private Wealth’s Eli Lilly LLY Stock Holding History

Catalyst 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	$727K	Buy	628 +27	+4%	+$31.9K	0.3%	46
2026 Q2	$721K	Buy	601 +38	+7%	+$38.8K	0.35%	45
2026 Q1	$518K	Buy	563 +51	+10%	+$51.7K	0.28%	48
2025 Q4	$550K	Buy	512 +26	+5%	+$24.9K	0.24%	48
2025 Q3	$371K	Buy	486 +10	+2%	+$7.44K	0.16%	63
2025 Q2	$371K	Buy	476 +35	+8%	+$27.2K	0.17%	62
2025 Q1	$364K	Buy	441 +4	+0.9%	+$3.33K	0.18%	58
2024 Q4	$337K	Buy	437 +35	+9%	+$29K	0.15%	67
2024 Q3	$356K	Hold	402	–	–	0.17%	64
2024 Q2	$364K	Buy	+402	New	+$322K	0.19%	62
2020 Q4	–	Sell	-34	Closed	-$5K	–	177
2020 Q3	$5K	Buy	+34	New	+$5.26K	﹤0.01%	240

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

Catalyst Private Wealth's LLY Position: Q3 2026 in Review

Catalyst Private Wealth increased its Eli Lilly (LLY) stake by 4.5% in Q3 2026, buying an estimated $31.9K and bringing the position to 628 shares worth $727K. The position accounts for 0.3% of the portfolio, ranked #46.

Catalyst Private Wealth first reported a position in LLY in Q3 2020 and has held it in 11 quarters since. 2,091 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Catalyst Private Wealth held 628 shares of Eli Lilly worth $727K as of Q3 2026.
Catalyst Private Wealth bought 27 Eli Lilly shares in Q3 2026, an estimated $31.9K.
Eli Lilly made up 0.3% of Catalyst Private Wealth's portfolio in Q3 2026, its #46 holding.
Catalyst Private Wealth first reported a position in Eli Lilly in Q3 2020 and has held it in 11 quarters since.
2,091 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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