Legacy Advisors
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Legacy Advisors’s Eli Lilly LLY Stock Holding History

Legacy 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 		$2.28M Sell
1,972
-180
-8% -$212K 0.22% 52
2026
Q2 		$2.58M Buy
2,152
+378
+21% +$386K 0.24% 54
2026
Q1 		$1.63M Sell
1,774
-394
-18% -$399K 0.19% 64
2025
Q4 		$2.33M Buy
2,168
+372
+21% +$356K 0.25% 51
2025
Q3 		$1.37M Buy
+1,796
New +$1.34M 0.17% 80
2025
Q1 		$4.42M Sell
5,350
-1,043
-16% -$868K 0.45% 42
2024
Q4 		$4.94M Sell
6,393
-1,288
-17% -$1.07M 0.48% 38
2024
Q3 		$6.8M Buy
7,681
+543
+8% +$488K 0.74% 25
2024
Q2 		$6.46M Buy
7,138
+829
+13% +$663K 0.79% 22
2024
Q1 		$4.91M Buy
6,309
+1,457
+30% +$1.04M 0.62% 28
2023
Q4 		$2.83M Buy
4,852
+2,807
+137% +$1.64M 0.36% 59
2023
Q3 		$1.1M Buy
2,045
+262
+15% +$135K 0.18% 113
2023
Q2 		$836K Buy
1,783
+125
+8% +$52.4K 0.12% 133
2023
Q1 		$569K Buy
1,658
+44
+3% +$14.8K 0.11% 140
2022
Q4 		$590K Buy
1,614
+86
+6% +$30.5K 0.11% 134
2022
Q3 		$494K Sell
1,528
-397
-21% -$126K 0.11% 124
2022
Q2 		$624K Buy
1,925
+446
+30% +$134K 0.13% 102
2022
Q1 		$424K Buy
1,479
+618
+72% +$159K 0.08% 134
2021
Q4 		$238K Buy
+861
New +$218K 0.09% 116
2019
Q3 		– Sell
-1,466
Closed -$162K – 229
2019
Q2 		$162K Buy
1,466
+620
+73% +$73K 0.11% 122
2019
Q1 		$110K Buy
+846
New +$103K 0.04% 147
2018
Q4 		– Sell
-845
Closed -$91K – 264
2018
Q3 		$91K Sell
845
-509
-38% -$50.9K 0.04% 188
2018
Q2 		$116K Buy
1,354
+733
+118% +$60.2K 0.09% 126
2018
Q1 		$49K Buy
621
+271
+77% +$21.8K 0.04% 163
2017
Q4 		$29K Buy
350
+151
+76% +$12.8K 0.03% 158
2017
Q3 		$17K Buy
199
+49
+33% +$4.02K 0.02% 175
2017
Q2 		$12K Hold
150
– – 0.02% 156
2017
Q1 		$12K Hold
150
– – 0.02% 148
2016
Q4 		$11K Buy
+150
New +$11.2K 0.02% 169

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

Legacy Advisors's LLY Position: Q3 2026 in Review

Legacy Advisors reduced its Eli Lilly (LLY) stake by 8.4% in Q3 2026, selling an estimated $212K and leaving 1,972 shares worth $2.28M. The position accounts for 0.22% of the portfolio, ranked #52.

Legacy Advisors first reported a position in LLY in Q4 2016 and has held it in 29 quarters since. The position peaked at $6.8M in Q3 2024. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Legacy Advisors held 1,972 shares of Eli Lilly worth $2.28M as of Q3 2026.
  • Legacy Advisors sold 180 Eli Lilly shares in Q3 2026, an estimated $212K.
  • Eli Lilly made up 0.22% of Legacy Advisors's portfolio in Q3 2026, its #52 holding.
  • Legacy Advisors first reported a position in Eli Lilly in Q4 2016 and has held it in 29 quarters since.
  • Legacy Advisors's Eli Lilly position peaked at $6.8M in Q3 2024.
  • 1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.