JB Capital
LLY icon

JB Capital’s Eli Lilly LLY Stock Holding History

JB Capital’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 		$1.45M Sell
1,255
-25
-2% -$29.5K 0.05% 119
2026
Q2 		$1.54M Buy
1,280
+79
+7% +$80.7K 0.05% 122
2026
Q1 		$1.1M Sell
1,201
-18
-1% -$18.2K 0.04% 137
2025
Q4 		$1.31M Buy
1,219
+5
+0.4% +$4.78K 0.05% 125
2025
Q3 		$926K Buy
1,214
+118
+11% +$87.8K 0.04% 138
2025
Q2 		$854K Sell
1,096
-6
-0.5% -$4.66K 0.04% 135
2025
Q1 		$910K Sell
1,102
-7
-0.6% -$5.82K 0.05% 122
2024
Q4 		$856K Sell
1,109
-28
-2% -$23.2K 0.05% 115
2024
Q3 		$1.01M Buy
1,137
+133
+13% +$120K 0.06% 118
2024
Q2 		$909K Sell
1,004
-2,866
-74% -$2.29M 0.06% 117
2024
Q1 		$3.01M Buy
3,870
+2,904
+301% +$2.07M 0.2% 66
2023
Q4 		$563K Buy
966
+31
+3% +$18.1K 0.04% 126
2023
Q3 		$502K Buy
935
+106
+13% +$54.6K 0.04% 118
2023
Q2 		$389K Buy
829
+59
+8% +$24.7K 0.03% 123
2023
Q1 		$265K Buy
770
+69
+10% +$23.3K 0.02% 143
2022
Q4 		$257K Sell
701
-12
-2% -$4.26K 0.03% 151
2022
Q3 		$231K Sell
713
-677
-49% -$214K 0.03% 146
2022
Q2 		$451K Buy
1,390
+526
+61% +$158K 0.05% 171
2022
Q1 		$248K Sell
864
-327
-27% -$84.2K 0.02% 215
2021
Q4 		$329K Buy
1,191
+186
+19% +$47.2K 0.03% 200
2021
Q3 		$232K Buy
+1,005
New +$248K 0.03% 287

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 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
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

JB Capital's LLY Position: Q3 2026 in Review

JB Capital reduced its Eli Lilly (LLY) stake by 2% in Q3 2026, selling an estimated $29.5K and leaving 1,255 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #119.

JB Capital first reported a position in LLY in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.01M in Q1 2024. 1,226 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • JB Capital held 1,255 shares of Eli Lilly worth $1.45M as of Q3 2026.
  • JB Capital sold 25 Eli Lilly shares in Q3 2026, an estimated $29.5K.
  • Eli Lilly made up 0.05% of JB Capital's portfolio in Q3 2026, its #119 holding.
  • JB Capital first reported a position in Eli Lilly in Q3 2021 and has held it in 21 quarters since.
  • JB Capital's Eli Lilly position peaked at $3.01M in Q1 2024.
  • 1,226 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.