Loftus Peak’s Eli Lilly LLY Stock Holding History

Loftus Peak’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	$58.3M	Buy	50,391 +4,804	+11%	+$5.67M	7.47%	3
2026 Q2	$54.7M	Buy	+45,587	New	+$46.6M	7.45%	3

Other funds holding LLY

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Loftus Peak's LLY Position: Q3 2026 in Review

Loftus Peak increased its Eli Lilly (LLY) stake by 11% in Q3 2026, buying an estimated $5.67M and bringing the position to 50,391 shares worth $58.3M. The position accounts for 7.47% of the portfolio, ranked #3.

Loftus Peak first reported a position in LLY in Q2 2026 and has held it in 2 quarters since. 1,995 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Loftus Peak held 50,391 shares of Eli Lilly worth $58.3M as of Q3 2026.
Loftus Peak bought 4,804 Eli Lilly shares in Q3 2026, an estimated $5.67M.
Eli Lilly made up 7.47% of Loftus Peak's portfolio in Q3 2026, its #3 holding.
Loftus Peak first reported a position in Eli Lilly in Q2 2026 and has held it in 2 quarters since.
1,995 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Loftus Peak's 13F filing for Q3 2026, filed 15 Oct 2026.