Greystone Financial Group
LLY icon

Greystone Financial Group’s Eli Lilly LLY Stock Holding History

Greystone Financial Group’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 		$211K Hold
182
– – 0.06% 73
2026
Q2 		$218K Buy
+182
New +$186K 0.06% 72
2026
Q1 		– Sell
-925
Closed -$994K – 92
2025
Q4 		$994K Sell
925
-233
-20% -$223K 0.16% 65
2025
Q3 		$884K Sell
1,158
-20
-2% -$14.9K 0.14% 69
2025
Q2 		$918K Buy
1,178
+262
+29% +$204K 0.15% 65
2025
Q1 		$757K Buy
916
+61
+7% +$50.8K 0.14% 73
2024
Q4 		$660K Buy
+855
New +$708K 0.11% 77

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Greystone Financial Group's LLY Position: Q3 2026 in Review

Greystone Financial Group held its Eli Lilly (LLY) position steady in Q3 2026 at 182 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #73.

Greystone Financial Group first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $994K in Q4 2025. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Greystone Financial Group held 182 shares of Eli Lilly worth $211K as of Q3 2026.
  • Greystone Financial Group left its Eli Lilly share count unchanged in Q3 2026.
  • Eli Lilly made up 0.06% of Greystone Financial Group's portfolio in Q3 2026, its #73 holding.
  • Greystone Financial Group first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Greystone Financial Group's Eli Lilly position peaked at $994K in Q4 2025.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Greystone Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.