LPWM LLC
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LPWM LLC’s Eli Lilly LLY Stock Holding History

LPWM LLC’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 		$257K Buy
+222
New +$262K 0.06% 88

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 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

LPWM LLC's LLY Position: Q3 2026 in Review

LPWM LLC opened a new position in Eli Lilly (LLY) in Q3 2026: 222 shares worth $257K. The stake represents 0.06% of the portfolio and ranks #88 among its holdings.

2,416 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • LPWM LLC held 222 shares of Eli Lilly worth $257K as of Q3 2026.
  • Eli Lilly was a new LPWM LLC position in Q3 2026.
  • Eli Lilly made up 0.06% of LPWM LLC's portfolio in Q3 2026, its #88 holding.
  • 2,416 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.