LVZ Inc
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LVZ Inc’s Eli Lilly LLY Stock Holding History

LVZ Inc’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 		$1.74M Buy
1,507
+66
+5% +$77.9K 0.18% 38
2026
Q2 		$1.73M Sell
1,441
-92
-6% -$94K 0.18% 41
2026
Q1 		$1.41M Buy
1,533
+23
+2% +$23.3K 0.16% 41
2025
Q4 		$1.62M Buy
1,510
+77
+5% +$73.6K 0.18% 43
2025
Q3 		$1.09M Buy
1,433
+336
+31% +$250K 0.12% 53
2025
Q2 		$855K Buy
1,097
+5
+0.5% +$3.88K 0.1% 62
2025
Q1 		$902K Buy
1,092
+81
+8% +$67.4K 0.12% 53
2024
Q4 		$780K Buy
1,011
+107
+12% +$88.6K 0.1% 56
2024
Q3 		$801K Buy
904
+84
+10% +$75.5K 0.1% 54
2024
Q2 		$742K Sell
820
-10
-1% -$8K 0.1% 54
2024
Q1 		$646K Sell
830
-5
-0.6% -$3.56K 0.09% 57
2023
Q4 		$487K Buy
835
+288
+53% +$168K 0.07% 70
2023
Q3 		$294K Sell
547
-46
-8% -$23.7K 0.05% 85
2023
Q2 		$278K Sell
593
-20
-3% -$8.39K 0.04% 116
2023
Q1 		$211K Buy
613
+18
+3% +$6.07K 0.03% 135
2022
Q4 		$218K Buy
+595
New +$211K 0.03% 132

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LVZ Inc's LLY Position: Q3 2026 in Review

LVZ Inc increased its Eli Lilly (LLY) stake by 4.6% in Q3 2026, buying an estimated $77.9K and bringing the position to 1,507 shares worth $1.74M. The position accounts for 0.18% of the portfolio, ranked #38.

LVZ Inc first reported a position in LLY in Q4 2022 and has held it in 16 quarters since. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • LVZ Inc held 1,507 shares of Eli Lilly worth $1.74M as of Q3 2026.
  • LVZ Inc bought 66 Eli Lilly shares in Q3 2026, an estimated $77.9K.
  • Eli Lilly made up 0.18% of LVZ Inc's portfolio in Q3 2026, its #38 holding.
  • LVZ Inc first reported a position in Eli Lilly in Q4 2022 and has held it in 16 quarters since.
  • 2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.