McCarter Private Wealth Services
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McCarter Private Wealth Services’s Eli Lilly LLY Stock Holding History

McCarter Private Wealth 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 		$2.7M Buy
2,336
+81
+4% +$95.6K 0.92% 37
2026
Q2 		$2.7M Buy
2,255
+241
+12% +$246K 0.93% 36
2026
Q1 		$1.85M Buy
2,014
+1,448
+256% +$1.47M 0.81% 37
2025
Q4 		$608K Buy
+566
New +$541K 0.27% 77

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

McCarter Private Wealth Services's LLY Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Eli Lilly (LLY) stake by 3.6% in Q3 2026, buying an estimated $95.6K and bringing the position to 2,336 shares worth $2.7M. The position accounts for 0.92% of the portfolio, ranked #37.

McCarter Private Wealth Services first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.7M in Q2 2026. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • McCarter Private Wealth Services held 2,336 shares of Eli Lilly worth $2.7M as of Q3 2026.
  • McCarter Private Wealth Services bought 81 Eli Lilly shares in Q3 2026, an estimated $95.6K.
  • Eli Lilly made up 0.92% of McCarter Private Wealth Services's portfolio in Q3 2026, its #37 holding.
  • McCarter Private Wealth Services first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • McCarter Private Wealth Services's Eli Lilly position peaked at $2.7M in Q2 2026.
  • 1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.