Marathon Capital Management
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Marathon Capital Management’s Eli Lilly LLY Stock Holding History

Marathon Capital Management’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 		$2.88M Sell
2,491
-1
-0% -$1.18K 0.59% 48
2026
Q2 		$2.99M Sell
2,492
-53
-2% -$54.2K 0.61% 47
2026
Q1 		$2.34M Sell
2,545
-3
-0.1% -$3.04K 0.53% 49
2025
Q4 		$2.74M Sell
2,548
-35
-1% -$33.5K 0.59% 46
2025
Q3 		$1.97M Buy
2,583
+7
+0.3% +$5.21K 0.45% 48
2025
Q2 		$2.01M Buy
2,576
+450
+21% +$350K 0.51% 49
2025
Q1 		$1.76M Sell
2,126
-180
-8% -$150K 0.47% 50
2024
Q4 		$1.78M Sell
2,306
-69
-3% -$57.1K 0.44% 48
2024
Q3 		$2.1M Sell
2,375
-55
-2% -$49.4K 0.51% 49
2024
Q2 		$2.2M Hold
2,430
– – 0.56% 45
2024
Q1 		$1.89M Sell
2,430
-130
-5% -$92.5K 0.45% 52
2023
Q4 		$1.49M Sell
2,560
-30
-1% -$17.5K 0.38% 62
2023
Q3 		$1.39M Hold
2,590
– – 0.35% 62
2023
Q2 		$1.21M Sell
2,590
-106
-4% -$44.5K 0.3% 66
2023
Q1 		$926K Hold
2,696
– – 0.23% 73
2022
Q4 		$986K Sell
2,696
-41
-1% -$14.5K 0.27% 64
2022
Q3 		$885K Hold
2,737
– – 0.25% 72
2022
Q2 		$887K Buy
+2,737
New +$822K 0.29% 65
2022
Q1 		– Sell
-2,737
Closed -$756K – 131
2021
Q4 		$756K Sell
2,737
-951
-26% -$241K 0.18% 81
2021
Q3 		$853K Buy
3,688
+961
+35% +$237K 0.19% 73
2021
Q2 		$625K Sell
2,727
-100
-4% -$20.1K 0.14% 84
2021
Q1 		$528K Hold
2,827
– – 0.14% 88
2020
Q4 		$477K Buy
2,827
+30
+1% +$4.48K 0.14% 84
2020
Q3 		$414K Sell
2,797
-103
-4% -$15.9K 0.15% 83
2020
Q2 		$476K Hold
2,900
– – 0.18% 68
2020
Q1 		$402K Hold
2,900
– – 0.18% 66
2019
Q4 		$381K Buy
+2,900
New +$336K 0.13% 95

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Marathon Capital Management's LLY Position: Q3 2026 in Review

Marathon Capital Management reduced its Eli Lilly (LLY) stake by 0.04% in Q3 2026, selling an estimated $1.18K and leaving 2,491 shares worth $2.88M. The position accounts for 0.59% of the portfolio, ranked #48.

Marathon Capital Management first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.99M in Q2 2026. 1,741 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Marathon Capital Management held 2,491 shares of Eli Lilly worth $2.88M as of Q3 2026.
  • Marathon Capital Management sold 1 Eli Lilly share in Q3 2026, an estimated $1.18K.
  • Eli Lilly made up 0.59% of Marathon Capital Management's portfolio in Q3 2026, its #48 holding.
  • Marathon Capital Management first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • Marathon Capital Management's Eli Lilly position peaked at $2.99M in Q2 2026.
  • 1,741 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Marathon Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.