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Latitude Advisors’s Eli Lilly LLY Stock Holding History

Latitude 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 		$1.78M Buy
1,539
+26
+2% +$30.7K 0.55% 34
2026
Q2 		$1.82M Buy
1,513
+231
+18% +$236K 0.72% 30
2026
Q1 		$1.18M Sell
1,282
-256
-17% -$260K 0.54% 47
2025
Q4 		$1.65M Sell
1,538
-75
-5% -$71.7K 0.73% 29
2025
Q3 		$1.23M Sell
1,613
-282
-15% -$210K 0.56% 39
2025
Q2 		$1.48M Sell
1,895
-351
-16% -$273K 0.74% 28
2025
Q1 		$1.86M Buy
2,246
+993
+79% +$826K 1.08% 18
2024
Q4 		$967K Sell
1,253
-44
-3% -$36.4K 0.54% 47
2024
Q3 		$1.15M Buy
1,297
+33
+3% +$29.7K 0.65% 35
2024
Q2 		$1.14M Sell
1,264
-26
-2% -$20.8K 0.7% 29
2024
Q1 		$1M Buy
1,290
+16
+1% +$11.4K 0.63% 30
2023
Q4 		$743K Buy
1,274
+60
+5% +$35K 0.52% 41
2023
Q3 		$652K Buy
1,214
+30
+3% +$15.5K 0.47% 46
2023
Q2 		$555K Buy
1,184
+348
+42% +$146K 0.39% 57
2023
Q1 		$287K Sell
836
-193
-19% -$65.1K 0.21% 119
2022
Q4 		$376K Sell
1,029
-503
-33% -$178K 0.28% 91
2022
Q3 		$495K Buy
1,532
+18
+1% +$5.7K 0.41% 51
2022
Q2 		$490K Sell
1,514
-3,199
-68% -$960K 0.45% 57
2022
Q1 		$1.35M Buy
4,713
+117
+3% +$30.1K 0.3% 75
2021
Q4 		$1.27M Buy
4,596
+344
+8% +$87.2K 0.35% 49
2021
Q3 		$982K Buy
4,252
+2,184
+106% +$539K 0.31% 60
2021
Q2 		$475K Buy
2,068
+65
+3% +$13.1K 0.35% 63
2021
Q1 		$374K Buy
2,003
+802
+67% +$157K 0.31% 78
2020
Q4 		$203K Buy
+1,201
New +$179K 0.18% 129

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Latitude Advisors's LLY Position: Q3 2026 in Review

Latitude Advisors increased its Eli Lilly (LLY) stake by 1.7% in Q3 2026, buying an estimated $30.7K and bringing the position to 1,539 shares worth $1.78M. The position accounts for 0.55% of the portfolio, ranked #34.

Latitude Advisors first reported a position in LLY in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.86M in Q1 2025. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Latitude Advisors held 1,539 shares of Eli Lilly worth $1.78M as of Q3 2026.
  • Latitude Advisors bought 26 Eli Lilly shares in Q3 2026, an estimated $30.7K.
  • Eli Lilly made up 0.55% of Latitude Advisors's portfolio in Q3 2026, its #34 holding.
  • Latitude Advisors first reported a position in Eli Lilly in Q4 2020 and has held it in 24 quarters since.
  • Latitude Advisors's Eli Lilly position peaked at $1.86M in Q1 2025.
  • 2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.