Jessup Wealth Management’s Eli Lilly LLY Stock Holding History

Jessup Wealth 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	$1M	Hold	864	–	–	0.21%	40
2026 Q2	$1.04M	Sell	864 -26	-3%	-$26.6K	0.31%	40
2026 Q1	$819K	Sell	890 -364	-29%	-$369K	0.3%	38
2025 Q4	$1.35M	Buy	1,254 +108	+9%	+$103K	0.45%	36
2025 Q3	$874K	Sell	1,146 -28	-2%	-$20.8K	0.33%	36
2025 Q2	$915K	Buy	1,174 +852	+265%	+$662K	0.37%	39
2025 Q1	$266K	Sell	322 -70	-18%	-$58.2K	0.11%	63
2024 Q4	$303K	Buy	392 +19	+5%	+$15.7K	0.13%	57
2024 Q3	$331K	Sell	373 -17	-4%	-$15.3K	0.15%	48
2024 Q2	$353K	Hold	390	–	–	0.15%	46
2024 Q1	$303K	Buy	+390	New	+$278K	0.13%	49
2023 Q1	–	Sell	-13,266	Closed	-$4.85M	–	72
2022 Q4	$4.85M	Buy	+13,266	New	+$4.7M	3.08%	10

Other funds holding LLY

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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 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

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Jessup Wealth Management's LLY Position: Q3 2026 in Review

Jessup Wealth Management held its Eli Lilly (LLY) position steady in Q3 2026 at 864 shares worth $1M. The position accounts for 0.21% of the portfolio, ranked #40.

Jessup Wealth Management first reported a position in LLY in Q4 2022 and has held it in 12 quarters since. The position peaked at $4.85M in Q4 2022. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Jessup Wealth Management held 864 shares of Eli Lilly worth $1M as of Q3 2026.
Jessup Wealth Management left its Eli Lilly share count unchanged in Q3 2026.
Eli Lilly made up 0.21% of Jessup Wealth Management's portfolio in Q3 2026, its #40 holding.
Jessup Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 12 quarters since.
Jessup Wealth Management's Eli Lilly position peaked at $4.85M in Q4 2022.
1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Jessup Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.