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Chapman Financial Group’s Eli Lilly LLY Stock Holding History

Chapman 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 		$1.41M Buy
1,222
+522
+75% +$616K 0.93% 23
2026
Q2 		$840K Hold
700
– – 0.56% 54
2026
Q1 		$644K Buy
700
+10
+1% +$10.1K 0.46% 66
2025
Q4 		$742K Hold
690
– – 0.51% 58
2025
Q3 		$526K Buy
690
+436
+172% +$324K 0.36% 75
2025
Q2 		$198K Buy
+254
New +$197K 0.17% 100
2024
Q4 		$120K Buy
+156
New +$129K 0.1% 124

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

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

Chapman Financial Group increased its Eli Lilly (LLY) stake by 75% in Q3 2026, buying an estimated $616K and bringing the position to 1,222 shares worth $1.41M. The position accounts for 0.93% of the portfolio, ranked #23.

Chapman Financial Group first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 1,741 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Chapman Financial Group held 1,222 shares of Eli Lilly worth $1.41M as of Q3 2026.
  • Chapman Financial Group bought 522 Eli Lilly shares in Q3 2026, an estimated $616K.
  • Eli Lilly made up 0.93% of Chapman Financial Group's portfolio in Q3 2026, its #23 holding.
  • Chapman Financial Group first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 1,741 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.