Congress Park Capital
LLY icon

Congress Park Capital’s Eli Lilly LLY Stock Holding History

Congress Park 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 		$4.08M Sell
3,524
-83
-2% -$97.9K 1.07% 28
2026
Q2 		$4.33M Sell
3,607
-2
-0.1% -$2.04K 1.17% 26
2026
Q1 		$3.32M Sell
3,609
-49
-1% -$49.7K 1.02% 27
2025
Q4 		$3.93M Sell
3,658
-55
-1% -$52.6K 1.17% 27
2025
Q3 		$2.83M Buy
3,713
+386
+12% +$287K 0.88% 32
2025
Q2 		$2.59M Buy
3,327
+150
+5% +$117K 0.85% 32
2025
Q1 		$2.62M Sell
3,177
-7
-0.2% -$5.82K 0.99% 24
2024
Q4 		$2.46M Sell
3,184
-24
-0.7% -$19.9K 0.89% 33
2024
Q3 		$2.84M Sell
3,208
-22
-0.7% -$19.8K 1.05% 29
2024
Q2 		$2.92M Sell
3,230
-22
-0.7% -$17.6K 1.17% 26
2024
Q1 		$2.53M Sell
3,252
-181
-5% -$129K 1.12% 29
2023
Q4 		$2M Sell
3,433
-229
-6% -$134K 0.98% 31
2023
Q3 		$1.97M Buy
3,662
+606
+20% +$312K 1.02% 29
2023
Q2 		$1.43M Buy
3,056
+1,115
+57% +$468K 0.72% 37
2023
Q1 		$667K Hold
1,941
– – 0.35% 66
2022
Q4 		$710K Buy
+1,941
New +$688K 0.42% 61

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Congress Park Capital's LLY Position: Q3 2026 in Review

Congress Park Capital reduced its Eli Lilly (LLY) stake by 2.3% in Q3 2026, selling an estimated $97.9K and leaving 3,524 shares worth $4.08M. The position accounts for 1.07% of the portfolio, ranked #28.

Congress Park Capital first reported a position in LLY in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.33M in Q2 2026. 3,287 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Congress Park Capital held 3,524 shares of Eli Lilly worth $4.08M as of Q3 2026.
  • Congress Park Capital sold 83 Eli Lilly shares in Q3 2026, an estimated $97.9K.
  • Eli Lilly made up 1.07% of Congress Park Capital's portfolio in Q3 2026, its #28 holding.
  • Congress Park Capital first reported a position in Eli Lilly in Q4 2022 and has held it in 16 quarters since.
  • Congress Park Capital's Eli Lilly position peaked at $4.33M in Q2 2026.
  • 3,287 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Congress Park Capital's 13F filing for Q3 2026, filed 13 Oct 2026.