Legacy Edge Advisors’s Eli Lilly LLY Stock Holding History

Legacy Edge 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	$1.08M	Buy	931 +10	+1%	+$11.8K	0.1%	100
2026 Q2	$1.1M	Buy	921 +27	+3%	+$27.6K	0.1%	100
2026 Q1	$822K	Hold	894	–	–	0.09%	103
2025 Q4	$961K	Buy	894 +1	+0.1%	+$956	0.11%	99
2025 Q3	$682K	Sell	893 -10	-1%	-$7.44K	0.08%	109
2025 Q2	$704K	Buy	903 +14	+2%	+$10.9K	0.09%	97
2025 Q1	$734K	Sell	889 -2	-0.2%	-$1.66K	0.11%	92
2024 Q4	$689K	Buy	891 +56	+7%	+$46.4K	0.11%	89
2024 Q3	$740K	Buy	835 +8	+1%	+$7.19K	0.12%	87
2024 Q2	$749K	Buy	827 +65	+9%	+$52K	0.14%	84
2024 Q1	$593K	Buy	762 +20	+3%	+$14.2K	0.12%	85
2023 Q4	$433K	Buy	+742	New	+$433K	0.1%	100

Other funds holding LLY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Legacy Edge Advisors's LLY Position: Q3 2026 in Review

Legacy Edge Advisors increased its Eli Lilly (LLY) stake by 1.1% in Q3 2026, buying an estimated $11.8K and bringing the position to 931 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #100.

Legacy Edge Advisors first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q2 2026. 3,834 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Legacy Edge Advisors held 931 shares of Eli Lilly worth $1.08M as of Q3 2026.
Legacy Edge Advisors bought 10 Eli Lilly shares in Q3 2026, an estimated $11.8K.
Eli Lilly made up 0.1% of Legacy Edge Advisors's portfolio in Q3 2026, its #100 holding.
Legacy Edge Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
Legacy Edge Advisors's Eli Lilly position peaked at $1.1M in Q2 2026.
3,834 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.