Global Financial Private Client
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Global Financial Private Client’s Eli Lilly LLY Stock Holding History

Global Financial Private Client’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 		$2.03M Buy
1,754
+31
+2% +$36.6K 0.56% 52
2026
Q2 		$2.07M Buy
1,723
+73
+4% +$74.6K 0.56% 49
2026
Q1 		$1.52M Buy
1,650
+23
+1% +$23.3K 0.5% 55
2025
Q4 		$1.75M Buy
1,627
+40
+3% +$38.2K 0.61% 45
2025
Q3 		$1.21M Buy
1,587
+23
+1% +$17.1K 0.43% 71
2025
Q2 		$1.22M Sell
1,564
-15
-0.9% -$11.7K 0.46% 62
2025
Q1 		$1.3M Buy
1,579
+15
+1% +$12.5K 0.5% 50
2024
Q4 		$1.21M Sell
1,564
-212
-12% -$176K 0.45% 58
2024
Q3 		$1.57M Buy
1,776
+131
+8% +$118K 0.61% 36
2024
Q2 		$1.49M Sell
1,645
-10
-0.6% -$8K 0.62% 41
2024
Q1 		$1.26M Buy
1,655
+215
+15% +$153K 0.54% 54
2023
Q4 		$840K Hold
1,440
– – 0.39% 73
2023
Q3 		$775K Buy
1,440
+1
+0.1% +$515 0.4% 65
2023
Q2 		$664K Hold
1,439
– – 0.33% 75
2023
Q1 		$505K Buy
1,439
+1
+0.1% +$337 0.26% 92
2022
Q4 		$526K Buy
1,438
+57
+4% +$20.2K 0.29% 83
2022
Q3 		$444K Hold
1,381
– – 0.26% 90
2022
Q2 		$448K Buy
1,381
+1
+0.1% +$300 0.25% 88
2022
Q1 		$404K Hold
1,380
– – 0.2% 106
2021
Q4 		$381K Buy
1,380
+409
+42% +$104K 0.18% 105
2021
Q3 		$223K Hold
971
– – 0.11% 136
2021
Q2 		$224K Buy
971
+1
+0.1% +$201 0.13% 128
2021
Q1 		$180K Hold
970
– – 0.13% 121
2020
Q4 		$164K Buy
970
+1
+0.1% +$149 0.13% 115
2020
Q3 		$140K Buy
969
+134
+16% +$20.7K 0.12% 119
2020
Q2 		$136K Hold
835
– – 0.12% 130
2020
Q1 		$114K Hold
835
– – 0.12% 131
2019
Q4 		$110K Buy
+835
New +$96.8K 0.09% 152

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 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
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
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

Global Financial Private Client's LLY Position: Q3 2026 in Review

Global Financial Private Client increased its Eli Lilly (LLY) stake by 1.8% in Q3 2026, buying an estimated $36.6K and bringing the position to 1,754 shares worth $2.03M. The position accounts for 0.56% of the portfolio, ranked #52.

Global Financial Private Client first reported a position in LLY in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.07M in Q2 2026. 2,398 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Global Financial Private Client held 1,754 shares of Eli Lilly worth $2.03M as of Q3 2026.
  • Global Financial Private Client bought 31 Eli Lilly shares in Q3 2026, an estimated $36.6K.
  • Eli Lilly made up 0.56% of Global Financial Private Client's portfolio in Q3 2026, its #52 holding.
  • Global Financial Private Client first reported a position in Eli Lilly in Q4 2019 and has held it in 28 quarters since.
  • Global Financial Private Client's Eli Lilly position peaked at $2.07M in Q2 2026.
  • 2,398 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.