Great Diamond Partners
LLY icon

Great Diamond Partners’s Eli Lilly LLY Stock Holding History

Great Diamond 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 		$4.3M Sell
3,719
-33
-0.9% -$38.9K 0.72% 35
2026
Q2 		$4.5M Sell
3,752
-16
-0.4% -$16.3K 0.77% 34
2026
Q1 		$3.47M Sell
3,768
-303
-7% -$307K 0.67% 39
2025
Q4 		$4.38M Sell
4,071
-107
-3% -$102K 0.84% 27
2025
Q3 		$3.19M Sell
4,178
-79
-2% -$58.8K 0.62% 36
2025
Q2 		$3.32M Sell
4,257
-2,353
-36% -$1.83M 0.7% 35
2025
Q1 		$5.46M Sell
6,610
-675
-9% -$562K 1.49% 13
2024
Q4 		$5.62M Sell
7,285
-109
-1% -$90.3K 1.45% 14
2024
Q3 		$6.55M Sell
7,394
-1,093
-13% -$983K 1.66% 12
2024
Q2 		$7.68M Sell
8,487
-65
-0.8% -$52K 1.81% 10
2024
Q1 		$6.65M Sell
8,552
-1,437
-14% -$1.02M 1.53% 12
2023
Q4 		$5.82M Sell
9,989
-289
-3% -$169K 1.44% 14
2023
Q3 		$5.52M Buy
10,278
+46
+0.4% +$23.7K 1.49% 14
2023
Q2 		$4.8M Sell
10,232
-14
-0.1% -$5.87K 1.27% 17
2023
Q1 		$3.52M Buy
10,246
+913
+10% +$308K 1.02% 26
2022
Q4 		$3.41M Buy
9,333
+57
+0.6% +$20.2K 1.05% 29
2022
Q3 		$3M Sell
9,276
-187
-2% -$59.2K 1.02% 30
2022
Q2 		$3.07M Buy
9,463
+5,996
+173% +$1.8M 1.02% 26
2022
Q1 		$992K Sell
3,467
-103
-3% -$26.5K 0.28% 84
2021
Q4 		$986K Buy
3,570
+106
+3% +$26.9K 0.25% 89
2021
Q3 		$800K Buy
3,464
+27
+0.8% +$6.66K 0.22% 97
2021
Q2 		$788K Buy
3,437
+94
+3% +$18.9K 0.22% 95
2021
Q1 		$624K Sell
3,343
-657
-16% -$129K 0.19% 108
2020
Q4 		$675K Sell
4,000
-335
-8% -$50K 0.22% 84
2020
Q3 		$641K Buy
4,335
+41
+1% +$6.34K 0.24% 75
2020
Q2 		$704K Hold
4,294
– – 0.29% 66
2020
Q1 		$595K Hold
4,294
– – 0.31% 65
2019
Q4 		$564K Buy
+4,294
New +$498K 0.21% 76

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

Great Diamond Partners's LLY Position: Q3 2026 in Review

Great Diamond Partners reduced its Eli Lilly (LLY) stake by 0.88% in Q3 2026, selling an estimated $38.9K and leaving 3,719 shares worth $4.3M. The position accounts for 0.72% of the portfolio, ranked #35.

Great Diamond Partners first reported a position in LLY in Q4 2019 and has held it in 28 quarters since. The position peaked at $7.68M in Q2 2024. 2,836 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Great Diamond Partners held 3,719 shares of Eli Lilly worth $4.3M as of Q3 2026.
  • Great Diamond Partners sold 33 Eli Lilly shares in Q3 2026, an estimated $38.9K.
  • Eli Lilly made up 0.72% of Great Diamond Partners's portfolio in Q3 2026, its #35 holding.
  • Great Diamond Partners first reported a position in Eli Lilly in Q4 2019 and has held it in 28 quarters since.
  • Great Diamond Partners's Eli Lilly position peaked at $7.68M in Q2 2024.
  • 2,836 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.