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David J. Yvars Group’s Eli Lilly LLY Stock Holding History

David J. Yvars 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 		$1.04M Buy
903
+10
+1% +$11.8K 0.48% 30
2026
Q2 		$1.07M Hold
893
– – 0.51% 28
2026
Q1 		$821K Buy
893
+1
+0.1% +$1.01K 0.46% 35
2025
Q4 		$959K Buy
892
+12
+1% +$11.5K 0.51% 27
2025
Q3 		$672K Hold
880
– – 0.36% 36
2025
Q2 		$686K Sell
880
-105
-11% -$81.6K 0.4% 33
2025
Q1 		$814K Sell
985
-485
-33% -$404K 0.64% 26
2024
Q4 		$1.13M Buy
1,470
+42
+3% +$34.8K 0.69% 23
2024
Q3 		$1.27M Buy
1,428
+10
+0.7% +$8.99K 0.78% 23
2024
Q2 		$1.28M Buy
1,418
+27
+2% +$21.6K 0.8% 24
2024
Q1 		$1.08M Buy
1,391
+485
+54% +$345K 0.73% 26
2023
Q4 		$528K Buy
906
+105
+13% +$61.3K 0.42% 33
2023
Q3 		$430K Hold
801
– – 0.36% 40
2023
Q2 		$376K Hold
801
– – 0.31% 43
2023
Q1 		$275K Sell
801
-11,020
-93% -$3.72M 0.25% 56
2022
Q4 		$4.32M Sell
11,821
-396
-3% -$140K 5.42% 6
2022
Q3 		$3.95M Buy
12,217
+11,421
+1,435% +$3.62M 4.39% 9
2022
Q2 		$258K Hold
796
– – 0.35% 47
2022
Q1 		$228K Hold
796
– – 0.16% 70
2021
Q4 		$220K Buy
+796
New +$202K 0.14% 73

Other funds holding LLY

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

David J. Yvars Group's LLY Position: Q3 2026 in Review

David J. Yvars Group increased its Eli Lilly (LLY) stake by 1.1% in Q3 2026, buying an estimated $11.8K and bringing the position to 903 shares worth $1.04M. The position accounts for 0.48% of the portfolio, ranked #30.

David J. Yvars Group first reported a position in LLY in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.32M in Q4 2022. 255 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • David J. Yvars Group held 903 shares of Eli Lilly worth $1.04M as of Q3 2026.
  • David J. Yvars Group bought 10 Eli Lilly shares in Q3 2026, an estimated $11.8K.
  • Eli Lilly made up 0.48% of David J. Yvars Group's portfolio in Q3 2026, its #30 holding.
  • David J. Yvars Group first reported a position in Eli Lilly in Q4 2021 and has held it in 20 quarters since.
  • David J. Yvars Group's Eli Lilly position peaked at $4.32M in Q4 2022.
  • 255 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.