Kaufman Rossin Wealth
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Kaufman Rossin Wealth’s Eli Lilly LLY Stock Holding History

Kaufman Rossin Wealth’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 		$572K Buy
495
+230
+87% +$271K 0.23% 47
2026
Q2 		$322K Buy
265
+32
+14% +$32.7K 0.15% 73
2026
Q1 		$214K Buy
233
+41
+21% +$41.6K 0.12% 93
2025
Q4 		$206K Buy
+192
New +$184K 0.11% 152
2025
Q2 		– Sell
-293
Closed -$242K – 173
2025
Q1 		$242K Buy
+293
New +$244K 0.17% 115

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Kaufman Rossin Wealth's LLY Position: Q3 2026 in Review

Kaufman Rossin Wealth increased its Eli Lilly (LLY) stake by 87% in Q3 2026, buying an estimated $271K and bringing the position to 495 shares worth $572K. The position accounts for 0.23% of the portfolio, ranked #47.

Kaufman Rossin Wealth first reported a position in LLY in Q1 2025 and has held it in 5 quarters since. 3,679 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Kaufman Rossin Wealth held 495 shares of Eli Lilly worth $572K as of Q3 2026.
  • Kaufman Rossin Wealth bought 230 Eli Lilly shares in Q3 2026, an estimated $271K.
  • Eli Lilly made up 0.23% of Kaufman Rossin Wealth's portfolio in Q3 2026, its #47 holding.
  • Kaufman Rossin Wealth first reported a position in Eli Lilly in Q1 2025 and has held it in 5 quarters since.
  • 3,679 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.