M.E. Allison & Co
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M.E. Allison & Co’s Eli Lilly LLY Stock Holding History

M.E. Allison & Co’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 		$1.68M Buy
1,449
+22
+2% +$26K 0.94% 27
2026
Q2 		$1.71M Hold
1,427
– – 0.99% 25
2026
Q1 		$1.31M Sell
1,427
-50
-3% -$50.7K 0.87% 30
2025
Q4 		$1.59M Buy
1,477
+10
+0.7% +$9.6K 1.08% 26
2025
Q3 		$1.12M Hold
1,467
– – 0.78% 33
2025
Q2 		$1.14M Sell
1,467
-20
-1% -$15.5K 0.92% 29
2025
Q1 		$1.23M Buy
1,487
+164
+12% +$136K 1.21% 23
2024
Q4 		$1.02M Buy
+1,323
New +$1.1M 1.13% 22

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 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
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

M.E. Allison & Co's LLY Position: Q3 2026 in Review

M.E. Allison & Co increased its Eli Lilly (LLY) stake by 1.5% in Q3 2026, buying an estimated $26K and bringing the position to 1,449 shares worth $1.68M. The position accounts for 0.94% of the portfolio, ranked #27.

M.E. Allison & Co first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.71M in Q2 2026. 1,158 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • M.E. Allison & Co held 1,449 shares of Eli Lilly worth $1.68M as of Q3 2026.
  • M.E. Allison & Co bought 22 Eli Lilly shares in Q3 2026, an estimated $26K.
  • Eli Lilly made up 0.94% of M.E. Allison & Co's portfolio in Q3 2026, its #27 holding.
  • M.E. Allison & Co first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
  • M.E. Allison & Co's Eli Lilly position peaked at $1.71M in Q2 2026.
  • 1,158 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.