Madrona Financial Services
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Madrona Financial Services’s Eli Lilly LLY Stock Holding History

Madrona Financial Services’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 		$421K Buy
364
+4
+1% +$4.72K 0.07% 101
2026
Q2 		$432K Buy
360
+9
+3% +$9.2K 0.08% 82
2026
Q1 		$323K Sell
351
-45
-11% -$45.6K 0.07% 82
2025
Q4 		$426K Buy
396
+1
+0.3% +$956 0.09% 75
2025
Q3 		$301K Buy
395
+6
+2% +$4.46K 0.07% 85
2025
Q2 		$303K Buy
389
+32
+9% +$24.9K 0.07% 82
2025
Q1 		$295K Buy
357
+36
+11% +$30K 0.08% 78
2024
Q4 		$248K Buy
321
+39
+14% +$32.3K 0.07% 95
2024
Q3 		$250K Buy
282
+31
+12% +$27.9K 0.07% 89
2024
Q2 		$227K Sell
251
-19
-7% -$15.2K 0.07% 87
2024
Q1 		$210K Buy
+270
New +$192K 0.07% 90

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

Madrona Financial Services's LLY Position: Q3 2026 in Review

Madrona Financial Services increased its Eli Lilly (LLY) stake by 1.1% in Q3 2026, buying an estimated $4.72K and bringing the position to 364 shares worth $421K. The position accounts for 0.07% of the portfolio, ranked #101.

Madrona Financial Services first reported a position in LLY in Q1 2024 and has held it in 11 quarters since. The position peaked at $432K in Q2 2026. 2,416 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Madrona Financial Services held 364 shares of Eli Lilly worth $421K as of Q3 2026.
  • Madrona Financial Services bought 4 Eli Lilly shares in Q3 2026, an estimated $4.72K.
  • Eli Lilly made up 0.07% of Madrona Financial Services's portfolio in Q3 2026, its #101 holding.
  • Madrona Financial Services first reported a position in Eli Lilly in Q1 2024 and has held it in 11 quarters since.
  • Madrona Financial Services's Eli Lilly position peaked at $432K in Q2 2026.
  • 2,416 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.