Helen Stephens Group
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Helen Stephens Group’s Eli Lilly LLY Stock Holding History

Helen Stephens 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 		$621K Buy
536
+157
+41% +$185K 0.1% 80
2026
Q2 		$455K Buy
379
+25
+7% +$25.5K 0.08% 93
2026
Q1 		$326K Buy
354
+40
+13% +$40.6K 0.07% 91
2025
Q4 		$338K Hold
314
– – 0.07% 87
2025
Q3 		$240K Hold
314
– – 0.05% 101
2025
Q2 		$245K Hold
314
– – 0.06% 79
2025
Q1 		$259K Hold
314
– – 0.07% 72
2024
Q4 		$242K Sell
314
-76
-19% -$62.9K 0.07% 78
2024
Q3 		$346K Buy
390
+5
+1% +$4.5K 0.1% 65
2024
Q2 		$349K Buy
385
+1
+0.3% +$800 0.12% 62
2024
Q1 		$299K Buy
384
+13
+4% +$9.25K 0.12% 57
2023
Q4 		$216K Buy
+371
New +$217K 0.1% 72

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
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Helen Stephens Group's LLY Position: Q3 2026 in Review

Helen Stephens Group increased its Eli Lilly (LLY) stake by 41% in Q3 2026, buying an estimated $185K and bringing the position to 536 shares worth $621K. The position accounts for 0.1% of the portfolio, ranked #80.

Helen Stephens Group first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. 3,679 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Helen Stephens Group held 536 shares of Eli Lilly worth $621K as of Q3 2026.
  • Helen Stephens Group bought 157 Eli Lilly shares in Q3 2026, an estimated $185K.
  • Eli Lilly made up 0.1% of Helen Stephens Group's portfolio in Q3 2026, its #80 holding.
  • Helen Stephens Group first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
  • 3,679 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.