LongView Wealth Management’s Eli Lilly LLY Stock Holding History

LongView 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	$202K	Sell	175 -3	-2%	-$3.54K	0.05%	228
2026 Q2	$213K	Buy	+178	New	+$182K	0.05%	219
2026 Q1	–	Sell	-461	Closed	-$498K	–	262
2025 Q4	$498K	Buy	461 +29	+7%	+$27.7K	0.12%	144
2025 Q3	$329K	Buy	432 +3	+0.7%	+$2.23K	0.09%	161
2025 Q2	$334K	Sell	429 -2	-0.5%	-$1.55K	0.1%	156
2025 Q1	$356K	Sell	431 -3	-0.7%	-$2.5K	0.11%	146
2024 Q4	$335K	Hold	434	–	–	0.1%	146
2024 Q3	$385K	Sell	434 -1	-0.2%	-$899	0.12%	134
2024 Q2	$394K	Sell	435 -5	-1%	-$4K	0.15%	122
2024 Q1	$343K	Sell	440 -21	-5%	-$14.9K	0.14%	130
2023 Q4	$289K	Buy	+461	New	+$269K	0.13%	139

Other funds holding LLY

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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 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

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

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

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

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

LongView Wealth Management reduced its Eli Lilly (LLY) stake by 1.7% in Q3 2026, selling an estimated $3.54K and leaving 175 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #228.

LongView Wealth Management first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $498K in Q4 2025. 1,260 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

LongView Wealth Management held 175 shares of Eli Lilly worth $202K as of Q3 2026.
LongView Wealth Management sold 3 Eli Lilly shares in Q3 2026, an estimated $3.54K.
Eli Lilly made up 0.05% of LongView Wealth Management's portfolio in Q3 2026, its #228 holding.
LongView Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Eli Lilly position peaked at $498K in Q4 2025.
1,260 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.