Geneva Partners
LLY icon

Geneva Partners’s Eli Lilly LLY Stock Holding History

Geneva Partners’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 		$9.8M Buy
8,444
+7,008
+488% +$8.27M 2.92% 11
2026
Q2 		$1.72M Sell
1,436
-3,683
-72% -$3.76M 0.46% 39
2026
Q1 		$4.71M Sell
5,119
-10,597
-67% -$10.7M 2.26% 21
2025
Q4 		$16.9M Buy
15,716
+12,984
+475% +$12.4M 6.01% 2
2025
Q3 		$2.08M Sell
2,732
-1,884
-41% -$1.4M 0.76% 33
2025
Q2 		$3.6M Buy
4,616
+33
+0.7% +$25.6K 1.43% 26
2025
Q1 		$3.79M Sell
4,583
-3,956
-46% -$3.29M 1.95% 20
2024
Q4 		$6.59M Sell
8,539
-182
-2% -$151K 2.68% 13
2024
Q3 		$7.73M Sell
8,721
-558
-6% -$502K 3.35% 11
2024
Q2 		$8.4M Buy
9,279
+1,021
+12% +$817K 3.46% 9
2024
Q1 		$6.42M Sell
8,258
-398
-5% -$283K 2.83% 12
2023
Q4 		$5.05M Sell
8,656
-428
-5% -$250K 2.8% 12
2023
Q3 		$4.88M Buy
9,084
+3,839
+73% +$1.98M 3.24% 12
2023
Q2 		$2.46M Buy
5,245
+1,653
+46% +$693K 1.6% 23
2023
Q1 		$1.23M Sell
3,592
-498
-12% -$168K 1.06% 34
2022
Q4 		$1.5M Buy
+4,090
New +$1.45M 1.41% 27
2022
Q2 		– Sell
-3,055
Closed -$875K – 68
2022
Q1 		$875K Buy
3,055
+1,555
+104% +$400K 0.54% 41
2021
Q4 		$414K Buy
+1,500
New +$380K 0.2% 77
2020
Q4 		– Sell
-30,075
Closed -$4.45M – 105
2020
Q3 		$4.45M Sell
30,075
-410
-1% -$63.5K 2.72% 11
2020
Q2 		$5M Buy
30,485
+5,450
+22% +$837K 3.51% 3
2020
Q1 		$3.47M Buy
+25,035
New +$3.44M 4.94% 5

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Geneva Partners's LLY Position: Q3 2026 in Review

Geneva Partners increased its Eli Lilly (LLY) stake by 488% in Q3 2026, buying an estimated $8.27M and bringing the position to 8,444 shares worth $9.8M. The position accounts for 2.92% of the portfolio, ranked #11.

Geneva Partners first reported a position in LLY in Q1 2020 and has held it in 21 quarters since. The position peaked at $16.9M in Q4 2025. 2,830 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Geneva Partners held 8,444 shares of Eli Lilly worth $9.8M as of Q3 2026.
  • Geneva Partners bought 7,008 Eli Lilly shares in Q3 2026, an estimated $8.27M.
  • Eli Lilly made up 2.92% of Geneva Partners's portfolio in Q3 2026, its #11 holding.
  • Geneva Partners first reported a position in Eli Lilly in Q1 2020 and has held it in 21 quarters since.
  • Geneva Partners's Eli Lilly position peaked at $16.9M in Q4 2025.
  • 2,830 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Geneva Partners's 13F filing for Q3 2026, filed 26 Oct 2026.