Howard Capital Management’s Eli Lilly LLY Stock Holding History

Howard Capital Management’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	$8.22M	Sell	7,104 -61	-0.9%	-$72K	0.1%	75
2026 Q2	$8.59M	Buy	7,165 +2,450	+52%	+$2.5M	0.1%	69
2026 Q1	$4.34M	Sell	4,715 -4,391	-48%	-$4.45M	0.07%	78
2025 Q4	$9.8M	Buy	9,106 +62	+0.7%	+$59.3K	0.13%	51
2025 Q3	$6.9M	Buy	9,044 +244	+3%	+$182K	0.09%	60
2025 Q2	$6.86M	Buy	8,800 +2,194	+33%	+$1.7M	0.1%	53
2025 Q1	$5.46M	Sell	6,606 -924	-12%	-$769K	0.14%	54
2024 Q4	$5.81M	Buy	7,530 +392	+5%	+$325K	0.09%	55
2024 Q3	$6.32M	Buy	+7,138	New	+$6.42M	0.1%	46
2023 Q4	–	Sell	-8,609	Closed	-$4.62M	–	72
2023 Q3	$4.62M	Buy	8,609 +306	+4%	+$158K	0.62%	18
2023 Q2	$3.89M	Buy	8,303 +3,687	+80%	+$1.55M	0.53%	19
2023 Q1	$1.59M	Sell	4,616 -2,423	-34%	-$817K	0.27%	21
2022 Q4	$2.58M	Buy	7,039 +3,995	+131%	+$1.42M	0.73%	10
2022 Q3	$985K	Buy	+3,044	New	+$964K	0.29%	12

Other funds holding LLY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Howard Capital Management's LLY Position: Q3 2026 in Review

Howard Capital Management reduced its Eli Lilly (LLY) stake by 0.85% in Q3 2026, selling an estimated $72K and leaving 7,104 shares worth $8.22M. The position accounts for 0.1% of the portfolio, ranked #75.

Howard Capital Management first reported a position in LLY in Q3 2022 and has held it in 14 quarters since. The position peaked at $9.8M in Q4 2025. 3,033 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Howard Capital Management held 7,104 shares of Eli Lilly worth $8.22M as of Q3 2026.
Howard Capital Management sold 61 Eli Lilly shares in Q3 2026, an estimated $72K.
Eli Lilly made up 0.1% of Howard Capital Management's portfolio in Q3 2026, its #75 holding.
Howard Capital Management first reported a position in Eli Lilly in Q3 2022 and has held it in 14 quarters since.
Howard Capital Management's Eli Lilly position peaked at $9.8M in Q4 2025.
3,033 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Howard Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.