Elm3 Financial Group’s Eli Lilly LLY Stock Holding History

Elm3 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	$4.86M	Buy	4,204 +152	+4%	+$179K	3.24%	4
2026 Q2	$4.86M	Buy	4,052 +17	+0.4%	+$17.4K	3.33%	4
2026 Q1	$3.71M	Sell	4,035 -74	-2%	-$75K	3.13%	5
2025 Q4	$4.42M	Sell	4,109 -789	-16%	-$754K	3.66%	5
2025 Q3	$3.74M	Sell	4,898 -1,016	-17%	-$756K	3.06%	8
2025 Q2	$4.61M	Sell	5,914 -503	-8%	-$391K	3.83%	6
2025 Q1	$5.3M	Sell	6,417 -478	-7%	-$398K	4.66%	4
2024 Q4	$5.32M	Buy	+6,895	New	+$5.71M	4.54%	5

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Elm3 Financial Group's LLY Position: Q3 2026 in Review

Elm3 Financial Group increased its Eli Lilly (LLY) stake by 3.8% in Q3 2026, buying an estimated $179K and bringing the position to 4,204 shares worth $4.86M. The position accounts for 3.24% of the portfolio, ranked #4.

Elm3 Financial Group first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.32M in Q4 2024. 1,908 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Elm3 Financial Group held 4,204 shares of Eli Lilly worth $4.86M as of Q3 2026.
Elm3 Financial Group bought 152 Eli Lilly shares in Q3 2026, an estimated $179K.
Eli Lilly made up 3.24% of Elm3 Financial Group's portfolio in Q3 2026, its #4 holding.
Elm3 Financial Group first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
Elm3 Financial Group's Eli Lilly position peaked at $5.32M in Q4 2024.
1,908 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.