LeConte Wealth Management
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LeConte Wealth Management’s Eli Lilly LLY Stock Holding History

LeConte 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 		$1.34M Buy
1,162
+118
+11% +$139K 0.72% 34
2026
Q2 		$1.25M Buy
1,044
+210
+25% +$215K 0.68% 32
2026
Q1 		$767K Buy
834
+41
+5% +$41.6K 0.5% 38
2025
Q4 		$852K Sell
793
-71
-8% -$67.9K 0.56% 30
2025
Q3 		$659K Buy
864
+291
+51% +$217K 0.44% 34
2025
Q2 		$447K Buy
573
+143
+33% +$111K 0.3% 44
2025
Q1 		$355K Buy
+430
New +$358K 0.23% 36

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

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

LeConte Wealth Management increased its Eli Lilly (LLY) stake by 11% in Q3 2026, buying an estimated $139K and bringing the position to 1,162 shares worth $1.34M. The position accounts for 0.72% of the portfolio, ranked #34.

LeConte Wealth Management first reported a position in LLY in Q1 2025 and has held it in 7 quarters since. 1,633 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • LeConte Wealth Management held 1,162 shares of Eli Lilly worth $1.34M as of Q3 2026.
  • LeConte Wealth Management bought 118 Eli Lilly shares in Q3 2026, an estimated $139K.
  • Eli Lilly made up 0.72% of LeConte Wealth Management's portfolio in Q3 2026, its #34 holding.
  • LeConte Wealth Management first reported a position in Eli Lilly in Q1 2025 and has held it in 7 quarters since.
  • 1,633 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

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