McBroom & Associates’s Eli Lilly LLY Stock Holding History

McBroom & 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	$4.72M	Buy	+4,078	New	+$4.81M	2.85%	16

Other funds holding LLY

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

McBroom & Associates's LLY Position: Q3 2026 in Review

McBroom & Associates opened a new position in Eli Lilly (LLY) in Q3 2026: 4,078 shares worth $4.72M. The stake represents 2.85% of the portfolio and ranks #16 among its holdings.

2,120 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

McBroom & Associates held 4,078 shares of Eli Lilly worth $4.72M as of Q3 2026.
Eli Lilly was a new McBroom & Associates position in Q3 2026.
Eli Lilly made up 2.85% of McBroom & Associates's portfolio in Q3 2026, its #16 holding.
2,120 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.