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Merrion Investment Management’s Eli Lilly LLY Stock Holding History

Merrion Investment 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 		$1.79M Sell
1,545
-5
-0.3% -$5.9K 0.89% 26
2026
Q2 		$1.86M Buy
1,550
+450
+41% +$460K 0.88% 25
2026
Q1 		$1.01M Hold
1,100
– – 0.54% 45
2025
Q4 		$1.18M Hold
1,100
– – 0.64% 39
2025
Q3 		$839K Sell
1,100
-200
-15% -$149K 0.48% 41
2025
Q2 		$1.01M Sell
1,300
-200
-13% -$155K 0.66% 36
2025
Q1 		$1.24M Sell
1,500
-100
-6% -$83.2K 0.89% 28
2024
Q4 		$1.24M Sell
1,600
-350
-18% -$290K 0.86% 25
2024
Q3 		$1.73M Sell
1,950
-50
-3% -$45K 1.14% 21
2024
Q2 		$1.81M Sell
2,000
-200
-9% -$160K 1.24% 21
2024
Q1 		$1.71M Hold
2,200
– – 1.22% 19
2023
Q4 		$1.28M Hold
2,200
– – 1.01% 23
2023
Q3 		$1.18M Hold
2,200
– – 1.02% 21
2023
Q2 		$1.03M Hold
2,200
– – 0.87% 23
2023
Q1 		$756K Hold
2,200
– – 0.72% 29
2022
Q4 		$805K Sell
2,200
-500
-19% -$177K 0.75% 31
2022
Q3 		$873K Hold
2,700
– – 0.86% 25
2022
Q2 		$875K Buy
2,700
+200
+8% +$60K 0.85% 28
2022
Q1 		$715K Hold
2,500
– – 0.52% 39
2021
Q4 		$690K Buy
2,500
+500
+25% +$127K 0.51% 41
2021
Q3 		$462K Hold
2,000
– – 0.35% 54
2021
Q2 		$459K Buy
+2,000
New +$402K 0.35% 56

Other funds holding LLY

Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Merrion Investment Management's LLY Position: Q3 2026 in Review

Merrion Investment Management reduced its Eli Lilly (LLY) stake by 0.32% in Q3 2026, selling an estimated $5.9K and leaving 1,545 shares worth $1.79M. The position accounts for 0.89% of the portfolio, ranked #26.

Merrion Investment Management first reported a position in LLY in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.86M in Q2 2026. 774 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Merrion Investment Management held 1,545 shares of Eli Lilly worth $1.79M as of Q3 2026.
  • Merrion Investment Management sold 5 Eli Lilly shares in Q3 2026, an estimated $5.9K.
  • Eli Lilly made up 0.89% of Merrion Investment Management's portfolio in Q3 2026, its #26 holding.
  • Merrion Investment Management first reported a position in Eli Lilly in Q2 2021 and has held it in 22 quarters since.
  • Merrion Investment Management's Eli Lilly position peaked at $1.86M in Q2 2026.
  • 774 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Merrion Investment Management's 13F filing for Q3 2026, filed 16 Oct 2026.