Client First Investment Management’s Eli Lilly LLY Stock Holding History

Client First Investment Management’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	$2.65M	Buy	2,289 +3	+0.1%	+$3.54K	1.26%	14
2026 Q2	$2.74M	Buy	2,286 +3	+0.1%	+$3.06K	1.16%	13
2026 Q1	$2.1M	Buy	2,283 +4	+0.2%	+$4.05K	1.09%	10
2025 Q4	$2.45M	Buy	2,279 +3	+0.1%	+$2.87K	1.28%	9
2025 Q3	$1.74M	Sell	2,276 -190	-8%	-$141K	0.89%	19
2025 Q2	$1.92M	Buy	2,466 +5	+0.2%	+$3.88K	1.18%	12
2025 Q1	$2.03M	Buy	2,461 +4	+0.2%	+$3.33K	1.38%	7
2024 Q4	$1.9M	Buy	2,457 +4	+0.2%	+$3.31K	1.22%	10
2024 Q3	$2.17M	Buy	2,453 +4	+0.2%	+$3.6K	1.66%	8
2024 Q2	$2.22M	Buy	2,449 +3	+0.1%	+$2.4K	1.72%	8
2024 Q1	$1.9M	Buy	2,446 +5	+0.2%	+$3.56K	1.51%	9
2023 Q4	$1.42M	Buy	+2,441	New	+$1.42M	1.38%	14

Other funds holding LLY

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Client First Investment Management's LLY Position: Q3 2026 in Review

Client First Investment Management increased its Eli Lilly (LLY) stake by 0.13% in Q3 2026, buying an estimated $3.54K and bringing the position to 2,289 shares worth $2.65M. The position accounts for 1.26% of the portfolio, ranked #14.

Client First Investment Management first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.74M in Q2 2026. 660 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Client First Investment Management held 2,289 shares of Eli Lilly worth $2.65M as of Q3 2026.
Client First Investment Management bought 3 Eli Lilly shares in Q3 2026, an estimated $3.54K.
Eli Lilly made up 1.26% of Client First Investment Management's portfolio in Q3 2026, its #14 holding.
Client First Investment Management first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
Client First Investment Management's Eli Lilly position peaked at $2.74M in Q2 2026.
660 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.