Milestone Asset Management Group
LLY icon

Milestone Asset Management Group’s Eli Lilly LLY Stock Holding History

Milestone Asset Management Group’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 		$225K Hold
195
– – 0.1% 129
2026
Q2 		$234K Buy
+195
New +$199K 0.12% 122
2026
Q1 		– Sell
-190
Closed -$204K – 130
2025
Q4 		$204K Buy
+190
New +$182K 0.12% 125

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Milestone Asset Management Group's LLY Position: Q3 2026 in Review

Milestone Asset Management Group held its Eli Lilly (LLY) position steady in Q3 2026 at 195 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #129.

Milestone Asset Management Group first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $234K in Q2 2026. 3,033 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Milestone Asset Management Group held 195 shares of Eli Lilly worth $225K as of Q3 2026.
  • Milestone Asset Management Group left its Eli Lilly share count unchanged in Q3 2026.
  • Eli Lilly made up 0.1% of Milestone Asset Management Group's portfolio in Q3 2026, its #129 holding.
  • Milestone Asset Management Group first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • Milestone Asset Management Group's Eli Lilly position peaked at $234K in Q2 2026.
  • 3,033 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.