Lantz Financial
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Lantz Financial’s Eli Lilly LLY Stock Holding History

Lantz Financial’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 		$2.37M Buy
2,050
+47
+2% +$55.5K 0.43% 61
2026
Q2 		$2.4M Buy
2,003
+18
+0.9% +$18.4K 0.44% 61
2026
Q1 		$1.83M Buy
1,985
+3
+0.2% +$3.04K 0.38% 73
2025
Q4 		$2.13M Buy
1,982
+103
+5% +$98.5K 0.45% 58
2025
Q3 		$1.43M Buy
1,879
+53
+3% +$39.4K 0.32% 87
2025
Q2 		$1.42M Sell
1,826
-60
-3% -$46.6K 0.35% 82
2025
Q1 		$1.56M Buy
1,886
+175
+10% +$146K 0.43% 72
2024
Q4 		$1.32M Buy
1,711
+107
+7% +$88.6K 0.35% 77
2024
Q3 		$1.42M Buy
1,604
+368
+30% +$331K 0.38% 77
2024
Q2 		$1.12M Buy
1,236
+16
+1% +$12.8K 0.35% 80
2024
Q1 		$949K Buy
1,220
+19
+2% +$13.5K 0.31% 84
2023
Q4 		$700K Sell
1,201
-18
-1% -$10.5K 0.25% 92
2023
Q3 		$655K Buy
1,219
+109
+10% +$56.2K 0.26% 91
2023
Q2 		$521K Buy
1,110
+94
+9% +$39.4K 0.2% 106
2023
Q1 		$349K Hold
1,016
– – 0.15% 127
2022
Q4 		$372K Hold
1,016
– – 0.17% 125
2022
Q3 		$329K Hold
1,016
– – 0.17% 120
2022
Q2 		$329K Hold
1,016
– – 0.15% 123
2022
Q1 		$291K Hold
1,016
– – 0.12% 140
2021
Q4 		$281K Hold
1,016
– – 0.13% 131
2021
Q3 		$235K Hold
1,016
– – 0.12% 133
2021
Q2 		$233K Buy
+1,016
New +$204K 0.12% 135
2021
Q1 		– Sell
-1,249
Closed -$211K – 135
2020
Q4 		$211K Buy
+1,249
New +$186K 0.13% 117
2020
Q3 		– Sell
-1,286
Closed -$211K – 122
2020
Q2 		$211K Buy
+1,286
New +$197K 0.15% 105

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Lantz Financial's LLY Position: Q3 2026 in Review

Lantz Financial increased its Eli Lilly (LLY) stake by 2.3% in Q3 2026, buying an estimated $55.5K and bringing the position to 2,050 shares worth $2.37M. The position accounts for 0.43% of the portfolio, ranked #61.

Lantz Financial first reported a position in LLY in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.4M in Q2 2026. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Lantz Financial held 2,050 shares of Eli Lilly worth $2.37M as of Q3 2026.
  • Lantz Financial bought 47 Eli Lilly shares in Q3 2026, an estimated $55.5K.
  • Eli Lilly made up 0.43% of Lantz Financial's portfolio in Q3 2026, its #61 holding.
  • Lantz Financial first reported a position in Eli Lilly in Q2 2020 and has held it in 24 quarters since.
  • Lantz Financial's Eli Lilly position peaked at $2.4M in Q2 2026.
  • 1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.