Emerald Advisors’s Eli Lilly LLY Stock Holding History

Emerald Advisors’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	$1.69M	Buy	1,459 +141	+11%	+$166K	0.22%	37
2026 Q2	$1.58M	Buy	1,318 +158	+14%	+$161K	0.2%	38
2026 Q1	$1.07M	Buy	1,160 +69	+6%	+$70K	0.13%	48
2025 Q4	$1.17M	Buy	1,091 +6	+0.6%	+$5.74K	0.16%	47
2025 Q3	$828K	Buy	1,085 +64	+6%	+$47.6K	0.11%	55
2025 Q2	$796K	Buy	1,021 +386	+61%	+$300K	0.1%	55
2025 Q1	$524K	Hold	635	–	–	0.07%	63
2024 Q4	$490K	Hold	635	–	–	0.07%	62
2024 Q3	$583K	Hold	635	–	–	0.08%	58
2024 Q2	$575K	Hold	635	–	–	0.09%	56
2024 Q1	$494K	Hold	635	–	–	0.09%	59
2023 Q4	$370K	Hold	635	–	–	0.07%	65
2023 Q3	$341K	Buy	635 +1	+0.2%	+$515	0.08%	64
2023 Q2	$297K	Buy	634 +1	+0.2%	+$419	0.07%	69
2023 Q1	$217K	Sell	633 -6	-0.9%	-$2.02K	0.06%	76
2022 Q4	$234K	Buy	639 +17	+3%	+$6.03K	0.06%	66
2022 Q3	$201K	Buy	622 +1	+0.2%	+$317	0.06%	74
2022 Q2	$201K	Buy	+621	New	+$186K	0.06%	81

Other funds holding LLY

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

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

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

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Emerald Advisors's LLY Position: Q3 2026 in Review

Emerald Advisors increased its Eli Lilly (LLY) stake by 11% in Q3 2026, buying an estimated $166K and bringing the position to 1,459 shares worth $1.69M. The position accounts for 0.22% of the portfolio, ranked #37.

Emerald Advisors first reported a position in LLY in Q2 2022 and has held it in 18 quarters since. 960 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Emerald Advisors held 1,459 shares of Eli Lilly worth $1.69M as of Q3 2026.
Emerald Advisors bought 141 Eli Lilly shares in Q3 2026, an estimated $166K.
Eli Lilly made up 0.22% of Emerald Advisors's portfolio in Q3 2026, its #37 holding.
Emerald Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 18 quarters since.
960 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.