Mitchell & Pahl Private Wealth
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Mitchell & Pahl Private Wealth’s Eli Lilly LLY Stock Holding History

Mitchell & Pahl Private Wealth’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 		$202K Sell
175
-5
-3% -$5.9K 0.07% 146
2026
Q2 		$216K Buy
+180
New +$184K 0.08% 148

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
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Mitchell & Pahl Private Wealth's LLY Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth reduced its Eli Lilly (LLY) stake by 2.8% in Q3 2026, selling an estimated $5.9K and leaving 175 shares worth $202K. The position accounts for 0.07% of the portfolio, ranked #146.

Mitchell & Pahl Private Wealth first reported a position in LLY in Q2 2026 and has held it in 2 quarters since. The position peaked at $216K in Q2 2026. 1,212 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 175 shares of Eli Lilly worth $202K as of Q3 2026.
  • Mitchell & Pahl Private Wealth sold 5 Eli Lilly shares in Q3 2026, an estimated $5.9K.
  • Eli Lilly made up 0.07% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #146 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Eli Lilly in Q2 2026 and has held it in 2 quarters since.
  • Mitchell & Pahl Private Wealth's Eli Lilly position peaked at $216K in Q2 2026.
  • 1,212 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.