Martin Capital Partners’s Eli Lilly LLY Stock Holding History

Martin Capital Partners’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	$279K	Hold	241	–	–	0.1%	60
2026 Q2	$289K	Sell	241 -125	-34%	-$128K	0.11%	62
2026 Q1	$337K	Sell	366 -50	-12%	-$50.7K	0.13%	57
2025 Q4	$447K	Hold	416	–	–	0.17%	57
2025 Q3	$317K	Sell	416 -84	-17%	-$62.5K	0.12%	61
2025 Q2	$390K	Hold	500	–	–	0.15%	64
2025 Q1	$413K	Hold	500	–	–	0.49%	44
2024 Q4	$386K	Hold	500	–	–	0.46%	46
2024 Q3	$443K	Hold	500	–	–	0.22%	59
2024 Q2	$453K	Hold	500	–	–	0.18%	61
2024 Q1	$389K	Hold	500	–	–	0.15%	61
2023 Q4	$291K	Hold	500	–	–	0.12%	64
2023 Q3	$269K	Hold	500	–	–	0.11%	68
2023 Q2	$234K	Buy	+500	New	+$210K	0.1%	70

Other funds holding LLY

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Martin Capital Partners's LLY Position: Q3 2026 in Review

Martin Capital Partners held its Eli Lilly (LLY) position steady in Q3 2026 at 241 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #60.

Martin Capital Partners first reported a position in LLY in Q2 2023 and has held it in 14 quarters since. The position peaked at $453K in Q2 2024. 255 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Martin Capital Partners held 241 shares of Eli Lilly worth $279K as of Q3 2026.
Martin Capital Partners left its Eli Lilly share count unchanged in Q3 2026.
Eli Lilly made up 0.1% of Martin Capital Partners's portfolio in Q3 2026, its #60 holding.
Martin Capital Partners first reported a position in Eli Lilly in Q2 2023 and has held it in 14 quarters since.
Martin Capital Partners's Eli Lilly position peaked at $453K in Q2 2024.
255 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Martin Capital Partners's 13F filing for Q3 2026, filed 7 Oct 2026.