Frank Rimerman Advisors
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Frank Rimerman Advisors’s Eli Lilly LLY Stock Holding History

Frank Rimerman 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 		$12.8M Hold
11,066
– – 0.71% 20
2026
Q2 		$13.3M Buy
11,066
+732
+7% +$748K 0.75% 20
2026
Q1 		$9.5M Sell
10,334
-458
-4% -$464K 0.62% 23
2025
Q4 		$11.6M Buy
10,792
+2,295
+27% +$2.19M 0.74% 17
2025
Q3 		$6.48M Buy
8,497
+390
+5% +$290K 0.42% 35
2025
Q2 		$6.32M Sell
8,107
-800
-9% -$622K 0.42% 34
2025
Q1 		$7.36M Buy
8,907
+202
+2% +$168K 0.58% 23
2024
Q4 		$6.72M Sell
8,705
-5,744
-40% -$4.76M 0.49% 27
2024
Q3 		$12.8M Buy
14,449
+695
+5% +$625K 0.91% 17
2024
Q2 		$12.5M Buy
13,754
+13,690
+21,391% +$11M 0.88% 17
2024
Q1 		$49.8K Hold
64
– – 0.01% 126
2023
Q4 		$37.3K Buy
+64
New +$37.4K 0.01% 128

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Frank Rimerman Advisors's LLY Position: Q3 2026 in Review

Frank Rimerman Advisors held its Eli Lilly (LLY) position steady in Q3 2026 at 11,066 shares worth $12.8M. The position accounts for 0.71% of the portfolio, ranked #20.

Frank Rimerman Advisors first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.3M in Q2 2026. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Frank Rimerman Advisors held 11,066 shares of Eli Lilly worth $12.8M as of Q3 2026.
  • Frank Rimerman Advisors left its Eli Lilly share count unchanged in Q3 2026.
  • Eli Lilly made up 0.71% of Frank Rimerman Advisors's portfolio in Q3 2026, its #20 holding.
  • Frank Rimerman Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
  • Frank Rimerman Advisors's Eli Lilly position peaked at $13.3M in Q2 2026.
  • 1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.