Lakeside Advisors’s Eli Lilly LLY Stock Holding History

Lakeside Advisors’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	$604K	Hold	522	–	–	0.35%	41
2026 Q2	$626K	Hold	522	–	–	0.39%	42
2026 Q1	$480K	Buy	522 +10	+2%	+$10.1K	0.32%	44
2025 Q4	$550K	Buy	512 +35	+7%	+$33.5K	0.35%	41
2025 Q3	$364K	Hold	477	–	–	0.23%	48
2025 Q2	$372K	Hold	477	–	–	0.24%	46
2025 Q1	$394K	Hold	477	–	–	0.26%	46
2024 Q4	$368K	Sell	477 -175	-27%	-$145K	0.24%	46
2024 Q3	$578K	Sell	652 -25	-4%	-$22.5K	0.36%	38
2024 Q2	$613K	Hold	677	–	–	0.4%	37
2024 Q1	$527K	Hold	677	–	–	0.34%	39
2023 Q4	$395K	Sell	677 -50	-7%	-$29.2K	0.27%	44
2023 Q3	$390K	Hold	727	–	–	0.3%	40
2023 Q2	$341K	Buy	+727	New	+$305K	0.25%	47

Other funds holding LLY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Lakeside Advisors's LLY Position: Q3 2026 in Review

Lakeside Advisors held its Eli Lilly (LLY) position steady in Q3 2026 at 522 shares worth $604K. The position accounts for 0.35% of the portfolio, ranked #41.

Lakeside Advisors first reported a position in LLY in Q2 2023 and has held it in 14 quarters since. The position peaked at $626K in Q2 2026. 3,679 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Lakeside Advisors held 522 shares of Eli Lilly worth $604K as of Q3 2026.
Lakeside Advisors left its Eli Lilly share count unchanged in Q3 2026.
Eli Lilly made up 0.35% of Lakeside Advisors's portfolio in Q3 2026, its #41 holding.
Lakeside Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 14 quarters since.
Lakeside Advisors's Eli Lilly position peaked at $626K in Q2 2026.
3,679 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.