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Crumly & Associates’s Eli Lilly LLY Stock Holding History

Crumly & Associates’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 		$1.02M Buy
882
+89
+11% +$105K 0.18% 78
2026
Q2 		$951K Buy
793
+8
+1% +$8.17K 0.18% 79
2026
Q1 		$722K Buy
785
+8
+1% +$8.11K 0.15% 89
2025
Q4 		$835K Sell
777
-8
-1% -$7.65K 0.18% 78
2025
Q3 		$599K Buy
785
+186
+31% +$138K 0.13% 96
2025
Q2 		$467K Sell
599
-380
-39% -$295K 0.11% 104
2025
Q1 		$809K Buy
979
+523
+115% +$435K 0.22% 66
2024
Q4 		$352K Hold
456
– – 0.1% 111
2024
Q3 		$404K Sell
456
-224
-33% -$201K 0.11% 111
2024
Q2 		$616K Sell
680
-177
-21% -$142K 0.18% 78
2024
Q1 		$667K Buy
+857
New +$610K 0.18% 74
2021
Q4 		– Sell
-1,101
Closed -$254K – 112
2021
Q3 		$254K Buy
1,101
+4
+0.4% +$987 0.12% 94
2021
Q2 		$252K Buy
1,097
+4
+0.4% +$803 0.12% 92
2021
Q1 		$204K Buy
1,093
+4
+0.4% +$782 0.12% 92
2020
Q4 		$224K Buy
+1,089
New +$163K 0.16% 74

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Crumly & Associates's LLY Position: Q3 2026 in Review

Crumly & Associates increased its Eli Lilly (LLY) stake by 11% in Q3 2026, buying an estimated $105K and bringing the position to 882 shares worth $1.02M. The position accounts for 0.18% of the portfolio, ranked #78.

Crumly & Associates first reported a position in LLY in Q4 2020 and has held it in 15 quarters since. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Crumly & Associates held 882 shares of Eli Lilly worth $1.02M as of Q3 2026.
  • Crumly & Associates bought 89 Eli Lilly shares in Q3 2026, an estimated $105K.
  • Eli Lilly made up 0.18% of Crumly & Associates's portfolio in Q3 2026, its #78 holding.
  • Crumly & Associates first reported a position in Eli Lilly in Q4 2020 and has held it in 15 quarters since.
  • 2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.