IMPACTfolio
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IMPACTfolio’s Eli Lilly LLY Stock Holding History

IMPACTfolio’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 		$463K Hold
401
– – 0.17% 22
2026
Q2 		$480K Hold
401
– – 0.18% 22
2026
Q1 		$368K Hold
401
– – 0.16% 24
2025
Q4 		$430K Hold
401
– – 0.18% 21
2025
Q3 		$306K Buy
+401
New +$298K 0.13% 28

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
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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

IMPACTfolio's LLY Position: Q3 2026 in Review

IMPACTfolio held its Eli Lilly (LLY) position steady in Q3 2026 at 401 shares worth $463K. The position accounts for 0.17% of the portfolio, ranked #22.

IMPACTfolio first reported a position in LLY in Q3 2025 and has held it in 5 quarters since. The position peaked at $480K in Q2 2026. 2,091 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • IMPACTfolio held 401 shares of Eli Lilly worth $463K as of Q3 2026.
  • IMPACTfolio left its Eli Lilly share count unchanged in Q3 2026.
  • Eli Lilly made up 0.17% of IMPACTfolio's portfolio in Q3 2026, its #22 holding.
  • IMPACTfolio first reported a position in Eli Lilly in Q3 2025 and has held it in 5 quarters since.
  • IMPACTfolio's Eli Lilly position peaked at $480K in Q2 2026.
  • 2,091 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on IMPACTfolio's 13F filing for Q3 2026, filed 28 Oct 2026.