InvesTrust’s Eli Lilly LLY Stock Holding History

InvesTrust’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	$5.22M	Sell	4,509 -1,067	-19%	-$1.26M	2.11%	16
2026 Q2	$6.69M	Sell	5,576 -208	-4%	-$213K	2.57%	11
2026 Q1	$5.32M	Sell	5,784 -129	-2%	-$131K	2.24%	15
2025 Q4	$6.35M	Sell	5,913 -601	-9%	-$575K	2.46%	10
2025 Q3	$4.97M	Sell	6,514 -14	-0.2%	-$10.4K	1.82%	16
2025 Q2	$5.09M	Sell	6,528 -4,313	-40%	-$3.35M	1.96%	15
2025 Q1	$8.95M	Sell	10,841 -540	-5%	-$449K	2.45%	7
2024 Q4	$8.8M	Buy	+11,381	New	+$9.42M	2.45%	5

Other funds holding LLY

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

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

InvesTrust's LLY Position: Q3 2026 in Review

InvesTrust reduced its Eli Lilly (LLY) stake by 19% in Q3 2026, selling an estimated $1.26M and leaving 4,509 shares worth $5.22M. The position accounts for 2.11% of the portfolio, ranked #16.

InvesTrust first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.95M in Q1 2025. 2,227 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

InvesTrust held 4,509 shares of Eli Lilly worth $5.22M as of Q3 2026.
InvesTrust sold 1,067 Eli Lilly shares in Q3 2026, an estimated $1.26M.
Eli Lilly made up 2.11% of InvesTrust's portfolio in Q3 2026, its #16 holding.
InvesTrust first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
InvesTrust's Eli Lilly position peaked at $8.95M in Q1 2025.
2,227 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.