Legacy Advisory Services’s Eli Lilly LLY Stock Holding History

Legacy Advisory Services’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	$272K	Buy	235 +42	+22%	+$49.6K	0.2%	73
2026 Q2	$232K	Buy	+193	New	+$197K	0.16%	50
2025 Q4	–	Sell	-265	Closed	-$202K	–	51
2025 Q3	$202K	Buy	+265	New	+$197K	0.15%	50
2025 Q2	–	Sell	-538	Closed	-$444K	–	48
2025 Q1	$444K	Buy	538 +23	+4%	+$19.1K	0.38%	31
2024 Q4	$398K	Buy	515 +134	+35%	+$111K	0.34%	39
2024 Q3	$338K	Buy	+381	New	+$343K	0.29%	44

Other funds holding LLY

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Legacy Advisory Services's LLY Position: Q3 2026 in Review

Legacy Advisory Services increased its Eli Lilly (LLY) stake by 22% in Q3 2026, buying an estimated $49.6K and bringing the position to 235 shares worth $272K. The position accounts for 0.2% of the portfolio, ranked #73.

Legacy Advisory Services first reported a position in LLY in Q3 2024 and has held it in 6 quarters since. The position peaked at $444K in Q1 2025. 1,741 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Legacy Advisory Services held 235 shares of Eli Lilly worth $272K as of Q3 2026.
Legacy Advisory Services bought 42 Eli Lilly shares in Q3 2026, an estimated $49.6K.
Eli Lilly made up 0.2% of Legacy Advisory Services's portfolio in Q3 2026, its #73 holding.
Legacy Advisory Services first reported a position in Eli Lilly in Q3 2024 and has held it in 6 quarters since.
Legacy Advisory Services's Eli Lilly position peaked at $444K in Q1 2025.
1,741 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.