Ethos Capital Management
LLY icon

Ethos Capital Management’s Eli Lilly LLY Stock Holding History

Ethos 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 		$2.39M Buy
2,068
+358
+21% +$422K 1.6% 19
2026
Q2 		$2.05M Buy
+1,710
New +$1.75M 1.46% 23

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

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

Ethos Capital Management increased its Eli Lilly (LLY) stake by 21% in Q3 2026, buying an estimated $422K and bringing the position to 2,068 shares worth $2.39M. The position accounts for 1.6% of the portfolio, ranked #19.

Ethos Capital Management first reported a position in LLY in Q2 2026 and has held it in 2 quarters since. 2,535 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Ethos Capital Management held 2,068 shares of Eli Lilly worth $2.39M as of Q3 2026.
  • Ethos Capital Management bought 358 Eli Lilly shares in Q3 2026, an estimated $422K.
  • Eli Lilly made up 1.6% of Ethos Capital Management's portfolio in Q3 2026, its #19 holding.
  • Ethos Capital Management first reported a position in Eli Lilly in Q2 2026 and has held it in 2 quarters since.
  • 2,535 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Ethos Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.