Conrad Siegel Investment Advisors’s Eli Lilly LLY Stock Holding History

Conrad Siegel Investment Advisors’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	$414K	Buy	358 +8	+2%	+$9.44K	0.07%	53
2026 Q2	$420K	Buy	350 +6	+2%	+$6.13K	0.07%	51
2026 Q1	$316K	Buy	344 +6	+2%	+$6.08K	0.06%	52
2025 Q4	$363K	Buy	338 +16	+5%	+$15.3K	0.07%	48
2025 Q3	$246K	Buy	322 +21	+7%	+$15.6K	0.05%	51
2025 Q2	$235K	Sell	301 -28	-9%	-$21.8K	0.05%	50
2025 Q1	$272K	Buy	329 +34	+12%	+$28.3K	0.07%	42
2024 Q4	$228K	Sell	295 -23	-7%	-$19K	0.06%	41
2024 Q3	$282K	Sell	318 -1	-0.3%	-$899	0.08%	37
2024 Q2	$289K	Buy	319 +22	+7%	+$17.6K	0.08%	38
2024 Q1	$231K	Buy	+297	New	+$211K	0.07%	36

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

GIM

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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

Conrad Siegel Investment Advisors's LLY Position: Q3 2026 in Review

Conrad Siegel Investment Advisors increased its Eli Lilly (LLY) stake by 2.3% in Q3 2026, buying an estimated $9.44K and bringing the position to 358 shares worth $414K. The position accounts for 0.07% of the portfolio, ranked #53.

Conrad Siegel Investment Advisors first reported a position in LLY in Q1 2024 and has held it in 11 quarters since. The position peaked at $420K in Q2 2026. 814 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Conrad Siegel Investment Advisors held 358 shares of Eli Lilly worth $414K as of Q3 2026.
Conrad Siegel Investment Advisors bought 8 Eli Lilly shares in Q3 2026, an estimated $9.44K.
Eli Lilly made up 0.07% of Conrad Siegel Investment Advisors's portfolio in Q3 2026, its #53 holding.
Conrad Siegel Investment Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 11 quarters since.
Conrad Siegel Investment Advisors's Eli Lilly position peaked at $420K in Q2 2026.
814 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.