Fulcrum Equity Management
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Fulcrum Equity Management’s Eli Lilly LLY Stock Holding History

Fulcrum Equity 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 		$1.16M Buy
1,006
+170
+20% +$201K 0.93% 24
2026
Q2 		$1M Sell
836
-79
-9% -$80.7K 0.74% 32
2026
Q1 		$842K Buy
915
+151
+20% +$153K 0.81% 29
2025
Q4 		$821K Buy
764
+366
+92% +$350K 0.79% 33
2025
Q3 		$303K Buy
+398
New +$296K 0.31% 69
2025
Q2 		– Sell
-284
Closed -$235K – 117
2025
Q1 		$235K Sell
284
-46
-14% -$38.3K 0.26% 83
2024
Q4 		$255K Sell
330
-232
-41% -$192K 0.25% 92
2024
Q3 		$498K Buy
562
+157
+39% +$141K 0.42% 78
2024
Q2 		$367K Buy
+405
New +$324K 0.33% 93
2023
Q1 		– Sell
-561
Closed -$205K – 97
2022
Q4 		$205K Buy
+561
New +$199K 0.17% 69
2022
Q3 		– Sell
-776
Closed -$252K – 87
2022
Q2 		$252K Buy
+776
New +$233K 0.2% 58

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fulcrum Equity Management's LLY Position: Q3 2026 in Review

Fulcrum Equity Management increased its Eli Lilly (LLY) stake by 20% in Q3 2026, buying an estimated $201K and bringing the position to 1,006 shares worth $1.16M. The position accounts for 0.93% of the portfolio, ranked #24.

Fulcrum Equity Management first reported a position in LLY in Q2 2022 and has held it in 11 quarters since. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Fulcrum Equity Management held 1,006 shares of Eli Lilly worth $1.16M as of Q3 2026.
  • Fulcrum Equity Management bought 170 Eli Lilly shares in Q3 2026, an estimated $201K.
  • Eli Lilly made up 0.93% of Fulcrum Equity Management's portfolio in Q3 2026, its #24 holding.
  • Fulcrum Equity Management first reported a position in Eli Lilly in Q2 2022 and has held it in 11 quarters since.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Fulcrum Equity Management's 13F filing for Q3 2026, filed 21 Oct 2026.