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Ebert Capital Management’s Eli Lilly LLY Stock Holding History

Ebert 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 		$2.51M Sell
2,168
-10
-0.5% -$11.8K 2.18% 10
2026
Q2 		$2.61M Buy
2,178
+87
+4% +$88.9K 2.45% 9
2026
Q1 		$1.92M Buy
2,091
+76
+4% +$77K 1.96% 13
2025
Q4 		$2.09M Buy
+2,015
New +$1.93M 2.02% 12

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

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

Ebert Capital Management reduced its Eli Lilly (LLY) stake by 0.46% in Q3 2026, selling an estimated $11.8K and leaving 2,168 shares worth $2.51M. The position accounts for 2.18% of the portfolio, ranked #10.

Ebert Capital Management first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.61M in Q2 2026. 255 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Ebert Capital Management held 2,168 shares of Eli Lilly worth $2.51M as of Q3 2026.
  • Ebert Capital Management sold 10 Eli Lilly shares in Q3 2026, an estimated $11.8K.
  • Eli Lilly made up 2.18% of Ebert Capital Management's portfolio in Q3 2026, its #10 holding.
  • Ebert Capital Management first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • Ebert Capital Management's Eli Lilly position peaked at $2.61M in Q2 2026.
  • 255 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Ebert Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.