MB, Levis & Associates’s Eli Lilly LLY Stock Holding History

MB, Levis & Associates’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	$145K	Hold	125	–	–	0.05%	69
2026 Q2	$150K	Hold	125	–	–	0.06%	70
2026 Q1	$115K	Hold	125	–	–	0.05%	74
2025 Q4	$135K	Hold	125	–	–	0.06%	68
2025 Q3	$95.5K	Sell	125 -66	-35%	-$49.1K	0.04%	84
2025 Q2	$149K	Buy	191 +29	+18%	+$22.5K	0.07%	74
2025 Q1	$134K	Hold	162	–	–	0.06%	75
2024 Q4	$125K	Sell	162 -4	-2%	-$3.31K	0.06%	77
2024 Q3	$147K	Hold	166	–	–	0.07%	70
2024 Q2	$150K	Hold	166	–	–	0.08%	68
2024 Q1	$129K	Buy	166 +36	+28%	+$25.6K	0.07%	72
2023 Q4	$76.1K	Hold	130	–	–	0.04%	94
2023 Q3	$70K	Hold	130	–	–	0.05%	95
2023 Q2	$61.1K	Hold	130	–	–	0.04%	105
2023 Q1	$44.7K	Hold	130	–	–	0.03%	115
2022 Q4	$47.6K	Buy	+130	New	+$46.1K	0.04%	109

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

MB, Levis & Associates's LLY Position: Q3 2026 in Review

MB, Levis & Associates held its Eli Lilly (LLY) position steady in Q3 2026 at 125 shares worth $145K. The position accounts for 0.05% of the portfolio, ranked #69.

MB, Levis & Associates first reported a position in LLY in Q4 2022 and has held it in 16 quarters since. The position peaked at $150K in Q2 2026. 1,150 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

MB, Levis & Associates held 125 shares of Eli Lilly worth $145K as of Q3 2026.
MB, Levis & Associates left its Eli Lilly share count unchanged in Q3 2026.
Eli Lilly made up 0.05% of MB, Levis & Associates's portfolio in Q3 2026, its #69 holding.
MB, Levis & Associates first reported a position in Eli Lilly in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's Eli Lilly position peaked at $150K in Q2 2026.
1,150 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.