Luken Investment Analytics’s Eli Lilly LLY Stock Holding History

Luken Investment Analytics’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	$553K	Hold	478	–	–	0.19%	45
2026 Q2	$573K	Hold	478	–	–	0.2%	45
2026 Q1	$440K	Sell	478 -5	-1%	-$5.07K	0.17%	46
2025 Q4	$519K	Sell	483 -87	-15%	-$83.2K	0.2%	37
2025 Q3	$435K	Hold	570	–	–	0.17%	41
2025 Q2	$444K	Sell	570 -14	-2%	-$10.9K	0.19%	39
2025 Q1	$482K	Buy	584 +14	+2%	+$11.6K	0.23%	34
2024 Q4	$440K	Hold	570	–	–	0.2%	34
2024 Q3	$505K	Hold	570	–	–	0.23%	31
2024 Q2	$516K	Hold	570	–	–	0.26%	34
2024 Q1	$443K	Sell	570 -100	-15%	-$71.2K	0.22%	32
2023 Q4	$391K	Hold	670	–	–	0.21%	34
2023 Q3	$360K	Hold	670	–	–	0.21%	35
2023 Q2	$314K	Hold	670	–	–	0.18%	35
2023 Q1	$230K	Buy	670 +11	+2%	+$3.71K	0.14%	38
2022 Q4	$241K	Buy	+659	New	+$234K	0.15%	35
2020 Q4	$73K	Buy	+435	New	+$64.9K	0.05%	46

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

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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Luken Investment Analytics's LLY Position: Q3 2026 in Review

Luken Investment Analytics held its Eli Lilly (LLY) position steady in Q3 2026 at 478 shares worth $553K. The position accounts for 0.19% of the portfolio, ranked #45.

Luken Investment Analytics first reported a position in LLY in Q4 2020 and has held it in 17 quarters since. The position peaked at $573K in Q2 2026. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Luken Investment Analytics held 478 shares of Eli Lilly worth $553K as of Q3 2026.
Luken Investment Analytics left its Eli Lilly share count unchanged in Q3 2026.
Eli Lilly made up 0.19% of Luken Investment Analytics's portfolio in Q3 2026, its #45 holding.
Luken Investment Analytics first reported a position in Eli Lilly in Q4 2020 and has held it in 17 quarters since.
Luken Investment Analytics's Eli Lilly position peaked at $573K in Q2 2026.
2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Luken Investment Analytics's 13F filing for Q3 2026, filed 6 Nov 2026.