Demars Financial Group
LLY icon

Demars Financial Group’s Eli Lilly LLY Stock Holding History

Demars Financial 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 		$5.94M Buy
5,137
+359
+8% +$424K 1.55% 12
2026
Q2 		$5.73M Buy
4,778
+4,288
+875% +$4.38M 1.59% 12
2026
Q1 		$451K Buy
490
+15
+3% +$15.2K 0.15% 71
2025
Q4 		$511K Sell
475
-88
-16% -$84.1K 0.17% 58
2025
Q3 		$429K Sell
563
-194
-26% -$144K 0.15% 65
2025
Q2 		$590K Buy
757
+7
+0.9% +$5.44K 0.23% 46
2025
Q1 		$620K Buy
750
+78
+12% +$64.9K 0.26% 38
2024
Q4 		$519K Hold
672
– – 0.23% 50
2024
Q3 		$595K Buy
672
+3
+0.4% +$2.7K 0.27% 36
2024
Q2 		$606K Sell
669
-88
-12% -$70.4K 0.29% 35
2024
Q1 		$589K Buy
757
+179
+31% +$127K 0.29% 38
2023
Q4 		$337K Hold
578
– – 0.18% 51
2023
Q3 		$311K Hold
578
– – 0.18% 63
2023
Q2 		$271K Buy
+578
New +$242K 0.15% 66

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
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Demars Financial Group's LLY Position: Q3 2026 in Review

Demars Financial Group increased its Eli Lilly (LLY) stake by 7.5% in Q3 2026, buying an estimated $424K and bringing the position to 5,137 shares worth $5.94M. The position accounts for 1.55% of the portfolio, ranked #12.

Demars Financial Group first reported a position in LLY in Q2 2023 and has held it in 14 quarters since. 3,388 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Demars Financial Group held 5,137 shares of Eli Lilly worth $5.94M as of Q3 2026.
  • Demars Financial Group bought 359 Eli Lilly shares in Q3 2026, an estimated $424K.
  • Eli Lilly made up 1.55% of Demars Financial Group's portfolio in Q3 2026, its #12 holding.
  • Demars Financial Group first reported a position in Eli Lilly in Q2 2023 and has held it in 14 quarters since.
  • 3,388 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Demars Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.