Congress Asset Management
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Congress Asset Management’s Eli Lilly LLY Stock Holding History

Congress Asset 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 		$144M Buy
124,514
+1,454
+1% +$1.72M 0.93% 24
2026
Q2 		$148M Buy
123,060
+18,958
+18% +$19.4M 0.91% 29
2026
Q1 		$95.8M Buy
104,102
+90,285
+653% +$91.5M 0.69% 45
2025
Q4 		$14.8M Sell
13,817
-1,046
-7% -$1M 0.1% 171
2025
Q3 		$11.3M Sell
14,863
-2,547
-15% -$1.9M 0.08% 188
2025
Q2 		$13.6M Sell
17,410
-180,874
-91% -$141M 0.09% 170
2025
Q1 		$164M Sell
198,284
-2,355
-1% -$1.96M 1.23% 13
2024
Q4 		$155M Sell
200,639
-1,038
-0.5% -$859K 1.05% 17
2024
Q3 		$179M Sell
201,677
-432
-0.2% -$388K 1.22% 7
2024
Q2 		$183M Sell
202,109
-23,808
-11% -$19M 1.31% 7
2024
Q1 		$176M Sell
225,917
-586
-0.3% -$417K 1.25% 8
2023
Q4 		$132M Buy
226,503
+1,731
+0.8% +$1.01M 1.04% 27
2023
Q3 		$121M Sell
224,772
-53,411
-19% -$27.5M 1.07% 22
2023
Q2 		$130M Sell
278,183
-2,048
-0.7% -$859K 1.13% 17
2023
Q1 		$96.2M Sell
280,231
-4,743
-2% -$1.6M 0.9% 48
2022
Q4 		$104M Sell
284,974
-3,922
-1% -$1.39M 1.05% 36
2022
Q3 		$93.4M Sell
288,896
-847
-0.3% -$268K 1% 41
2022
Q2 		$93.9M Buy
289,743
+864
+0.3% +$259K 0.9% 47
2022
Q1 		$82.7M Buy
+288,879
New +$74.3M 0.7% 73
2019
Q1 		– Sell
-1,740
Closed -$201K – 363
2018
Q4 		$201K Buy
+1,740
New +$194K ﹤0.01% 360

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

Congress Asset Management's LLY Position: Q3 2026 in Review

Congress Asset Management increased its Eli Lilly (LLY) stake by 1.2% in Q3 2026, buying an estimated $1.72M and bringing the position to 124,514 shares worth $144M. The position accounts for 0.93% of the portfolio, ranked #24.

Congress Asset Management first reported a position in LLY in Q4 2018 and has held it in 20 quarters since. The position peaked at $183M in Q2 2024. 1,763 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Congress Asset Management held 124,514 shares of Eli Lilly worth $144M as of Q3 2026.
  • Congress Asset Management bought 1,454 Eli Lilly shares in Q3 2026, an estimated $1.72M.
  • Eli Lilly made up 0.93% of Congress Asset Management's portfolio in Q3 2026, its #24 holding.
  • Congress Asset Management first reported a position in Eli Lilly in Q4 2018 and has held it in 20 quarters since.
  • Congress Asset Management's Eli Lilly position peaked at $183M in Q2 2024.
  • 1,763 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.