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Dudley Capital Management’s Eli Lilly LLY Stock Holding History

Dudley Capital Management’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 		$1.68M Hold
1,452
– – 0.65% 38
2026
Q2 		$1.74M Hold
1,452
– – 0.7% 36
2026
Q1 		$1.34M Sell
1,452
-23
-2% -$23.3K 0.59% 45
2025
Q4 		$1.59M Buy
1,475
+10
+0.7% +$9.6K 0.69% 37
2025
Q3 		$1.12M Buy
1,465
+20
+1% +$14.9K 0.5% 47
2025
Q2 		$1.13M Sell
1,445
-21
-1% -$16.3K 0.56% 44
2025
Q1 		$1.21M Sell
1,466
-46
-3% -$38.3K 0.63% 44
2024
Q4 		$1.17M Sell
1,512
-32
-2% -$26.5K 0.59% 44
2024
Q3 		$1.37M Buy
1,544
+351
+29% +$316K 0.71% 40
2024
Q2 		$1.08M Buy
1,193
+288
+32% +$230K 0.6% 48
2024
Q1 		$688K Buy
905
+175
+24% +$125K 0.4% 62
2023
Q4 		$426K Hold
730
– – 0.27% 75
2023
Q3 		$392K Sell
730
-100
-12% -$51.5K 0.28% 70
2023
Q2 		$389K Sell
830
-49
-6% -$20.5K 0.26% 73
2023
Q1 		$302K Hold
879
– – 0.21% 90
2022
Q4 		$322K Buy
+879
New +$312K 0.23% 87

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dudley Capital Management's LLY Position: Q3 2026 in Review

Dudley Capital Management held its Eli Lilly (LLY) position steady in Q3 2026 at 1,452 shares worth $1.68M. The position accounts for 0.65% of the portfolio, ranked #38.

Dudley Capital Management first reported a position in LLY in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.74M in Q2 2026. 2,535 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Dudley Capital Management held 1,452 shares of Eli Lilly worth $1.68M as of Q3 2026.
  • Dudley Capital Management left its Eli Lilly share count unchanged in Q3 2026.
  • Eli Lilly made up 0.65% of Dudley Capital Management's portfolio in Q3 2026, its #38 holding.
  • Dudley Capital Management first reported a position in Eli Lilly in Q4 2022 and has held it in 16 quarters since.
  • Dudley Capital Management's Eli Lilly position peaked at $1.74M in Q2 2026.
  • 2,535 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Dudley Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.