Gimbal Financial’s Eli Lilly LLY Stock Holding History

Gimbal Financial’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	$10.4M	Sell	9,023 -194	-2%	-$229K	6.06%	4
2026 Q2	$11.1M	Buy	+9,217	New	+$9.42M	6.8%	7
2025 Q3	$10.8M	Sell	14,094 -3,066	-18%	-$2.28M	6.46%	7
2025 Q2	$13.4M	Sell	17,160 -835	-5%	-$649K	8.22%	7
2025 Q1	$14.9M	Sell	17,995 -133	-0.7%	-$111K	13.41%	4
2024 Q4	$14M	Hold	18,128	–	–	11.43%	3
2024 Q3	$16.2M	Sell	18,128 -73	-0.4%	-$65.6K	10.49%	4
2024 Q2	$17M	Sell	18,201 -414	-2%	-$331K	12.51%	3
2024 Q1	$14.5M	Sell	18,615 -170	-0.9%	-$121K	11.85%	3
2023 Q4	$11M	Buy	+18,785	New	+$11M	10.98%	5

Other funds holding LLY

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Gimbal Financial's LLY Position: Q3 2026 in Review

Gimbal Financial reduced its Eli Lilly (LLY) stake by 2.1% in Q3 2026, selling an estimated $229K and leaving 9,023 shares worth $10.4M. The position accounts for 6.06% of the portfolio, ranked #4.

Gimbal Financial first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $17M in Q2 2024. 2,227 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Gimbal Financial held 9,023 shares of Eli Lilly worth $10.4M as of Q3 2026.
Gimbal Financial sold 194 Eli Lilly shares in Q3 2026, an estimated $229K.
Eli Lilly made up 6.06% of Gimbal Financial's portfolio in Q3 2026, its #4 holding.
Gimbal Financial first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Gimbal Financial's Eli Lilly position peaked at $17M in Q2 2024.
2,227 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Gimbal Financial's 13F filing for Q3 2026, filed 19 Oct 2026.