James Hambro & Partners
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James Hambro & Partners’s Eli Lilly LLY Stock Holding History

James Hambro & Partners’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 		$2.12M Buy
1,831
+507
+38% +$598K 0.07% 35
2026
Q2 		$1.59M Buy
1,324
+878
+197% +$897K 0.06% 33
2026
Q1 		$410K Buy
446
+144
+48% +$146K 0.02% 45
2025
Q4 		$325K Sell
302
-41
-12% -$39.2K 0.01% 46
2025
Q3 		$262K Buy
343
+15
+5% +$11.2K 0.01% 54
2025
Q2 		$256K Sell
328
-12
-4% -$9.32K 0.01% 49
2025
Q1 		$281K Hold
340
– – 0.01% 50
2024
Q4 		$263K Hold
340
– – 0.01% 53
2024
Q3 		$301K Buy
340
+12
+4% +$10.8K 0.01% 50
2024
Q2 		$297K Hold
328
– – 0.01% 49
2024
Q1 		$255K Buy
+328
New +$233K 0.01% 49
2021
Q4 		– Sell
-1,828
Closed -$422K – 82
2021
Q3 		$422K Hold
1,828
– – 0.03% 58
2021
Q2 		$419K Sell
1,828
-100
-5% -$20.1K 0.03% 59
2021
Q1 		$360K Buy
+1,928
New +$377K 0.03% 69

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

James Hambro & Partners's LLY Position: Q3 2026 in Review

James Hambro & Partners increased its Eli Lilly (LLY) stake by 38% in Q3 2026, buying an estimated $598K and bringing the position to 1,831 shares worth $2.12M. The position accounts for 0.07% of the portfolio, ranked #35.

James Hambro & Partners first reported a position in LLY in Q1 2021 and has held it in 14 quarters since. 2,091 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • James Hambro & Partners held 1,831 shares of Eli Lilly worth $2.12M as of Q3 2026.
  • James Hambro & Partners bought 507 Eli Lilly shares in Q3 2026, an estimated $598K.
  • Eli Lilly made up 0.07% of James Hambro & Partners's portfolio in Q3 2026, its #35 holding.
  • James Hambro & Partners first reported a position in Eli Lilly in Q1 2021 and has held it in 14 quarters since.
  • 2,091 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on James Hambro & Partners's 13F filing for Q3 2026, filed 19 Oct 2026.