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Dupree Financial Group’s Eli Lilly LLY Stock Holding History

Dupree 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 		$717K Hold
620
– – 0.26% 51
2026
Q2 		$744K Hold
620
– – 0.28% 53
2026
Q1 		$570K Buy
620
+25
+4% +$25.3K 0.23% 53
2025
Q4 		$639K Sell
595
-15
-2% -$14.3K 0.23% 51
2025
Q3 		$465K Hold
610
– – 0.18% 49
2025
Q2 		$476K Buy
610
+29
+5% +$22.5K 0.19% 52
2025
Q1 		$480K Sell
581
-2
-0.3% -$1.66K 0.19% 51
2024
Q4 		$450K Buy
583
+32
+6% +$26.5K 0.21% 48
2024
Q3 		$488K Hold
551
– – 0.2% 51
2024
Q2 		$499K Hold
551
– – 0.23% 43
2024
Q1 		$429K Hold
551
– – 0.19% 41
2023
Q4 		$321K Buy
+551
New +$322K 0.16% 44

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

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

Dupree Financial Group held its Eli Lilly (LLY) position steady in Q3 2026 at 620 shares worth $717K. The position accounts for 0.26% of the portfolio, ranked #51.

Dupree Financial Group first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $744K in Q2 2026. 272 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Dupree Financial Group held 620 shares of Eli Lilly worth $717K as of Q3 2026.
  • Dupree Financial Group left its Eli Lilly share count unchanged in Q3 2026.
  • Eli Lilly made up 0.26% of Dupree Financial Group's portfolio in Q3 2026, its #51 holding.
  • Dupree Financial Group first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
  • Dupree Financial Group's Eli Lilly position peaked at $744K in Q2 2026.
  • 272 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.