Crown Wealth Group
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Crown Wealth Group’s Eli Lilly LLY Stock Holding History

Crown Wealth Group’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 		$3.4M Sell
2,939
-252
-8% -$297K 0.84% 21
2026
Q2 		$3.83M Buy
3,191
+13
+0.4% +$13.3K 0.97% 20
2026
Q1 		$2.92M Sell
3,178
-87
-3% -$88.2K 0.86% 24
2025
Q4 		$3.51M Buy
3,265
+184
+6% +$176K 0.98% 21
2025
Q3 		$2.35M Sell
3,081
-136
-4% -$101K 0.71% 25
2025
Q2 		$2.51M Sell
3,217
-65
-2% -$50.5K 0.94% 21
2025
Q1 		$2.71M Buy
3,282
+187
+6% +$156K 1.41% 17
2024
Q4 		$2.39M Buy
3,095
+54
+2% +$44.7K 0.97% 20
2024
Q3 		$2.69M Sell
3,041
-205
-6% -$184K 1.17% 19
2024
Q2 		$2.94M Buy
3,246
+134
+4% +$107K 1.47% 16
2024
Q1 		$2.42M Sell
3,112
-53
-2% -$37.7K 1.25% 18
2023
Q4 		$1.85M Buy
3,165
+569
+22% +$332K 1.11% 18
2023
Q3 		$1.39M Sell
2,596
-26
-1% -$13.4K 1.05% 17
2023
Q2 		$1.23M Sell
2,622
-14
-0.5% -$5.87K 0.97% 17
2023
Q1 		$905K Sell
2,636
-66
-2% -$22.3K 0.76% 21
2022
Q4 		$988K Buy
2,702
+894
+49% +$317K 0.93% 18
2022
Q3 		$585K Sell
1,808
-107
-6% -$33.9K 0.6% 26
2022
Q2 		$621K Buy
1,915
+63
+3% +$18.9K 0.56% 31
2022
Q1 		$530K Buy
+1,852
New +$477K 0.37% 46

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Crown Wealth Group's LLY Position: Q3 2026 in Review

Crown Wealth Group reduced its Eli Lilly (LLY) stake by 7.9% in Q3 2026, selling an estimated $297K and leaving 2,939 shares worth $3.4M. The position accounts for 0.84% of the portfolio, ranked #21.

Crown Wealth Group first reported a position in LLY in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.83M in Q2 2026. 1,995 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Crown Wealth Group held 2,939 shares of Eli Lilly worth $3.4M as of Q3 2026.
  • Crown Wealth Group sold 252 Eli Lilly shares in Q3 2026, an estimated $297K.
  • Eli Lilly made up 0.84% of Crown Wealth Group's portfolio in Q3 2026, its #21 holding.
  • Crown Wealth Group first reported a position in Eli Lilly in Q1 2022 and has held it in 19 quarters since.
  • Crown Wealth Group's Eli Lilly position peaked at $3.83M in Q2 2026.
  • 1,995 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.