Client First Capital’s Eli Lilly LLY Stock Holding History

Client First Capital’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	$798K	Hold	690	–	–	0.32%	25
2026 Q2	$828K	Hold	690	–	–	0.33%	18
2026 Q1	$635K	Hold	690	–	–	0.28%	20
2025 Q4	$742K	Hold	690	–	–	0.31%	21
2025 Q3	$526K	Hold	690	–	–	0.23%	18
2025 Q2	$538K	Buy	+690	New	+$536K	0.25%	18

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Client First Capital's LLY Position: Q3 2026 in Review

Client First Capital held its Eli Lilly (LLY) position steady in Q3 2026 at 690 shares worth $798K. The position accounts for 0.32% of the portfolio, ranked #25.

Client First Capital first reported a position in LLY in Q2 2025 and has held it in 6 quarters since. The position peaked at $828K in Q2 2026. 2,227 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Client First Capital held 690 shares of Eli Lilly worth $798K as of Q3 2026.
Client First Capital left its Eli Lilly share count unchanged in Q3 2026.
Eli Lilly made up 0.32% of Client First Capital's portfolio in Q3 2026, its #25 holding.
Client First Capital first reported a position in Eli Lilly in Q2 2025 and has held it in 6 quarters since.
Client First Capital's Eli Lilly position peaked at $828K in Q2 2026.
2,227 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Client First Capital's 13F filing for Q3 2026, filed 22 Oct 2026.