Montis Financial’s Eli Lilly LLY Stock Holding History

Montis Financial’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	$417K	Buy	360 +63	+21%	+$74.3K	0.09%	105
2026 Q2	$356K	Buy	297 +9	+3%	+$9.2K	0.07%	119
2026 Q1	$265K	Buy	288 +12	+4%	+$12.2K	0.05%	133
2025 Q4	$297K	Hold	276	–	–	0.06%	125
2025 Q3	$211K	Sell	276 -445	-62%	-$331K	0.05%	150
2025 Q2	$562K	Hold	721	–	–	0.16%	79
2025 Q1	$596K	Sell	721 -30	-4%	-$25K	0.18%	78
2024 Q4	$580K	Buy	751 +238	+46%	+$197K	0.18%	75
2024 Q3	$455K	Buy	513 +40	+8%	+$36K	0.16%	70
2024 Q2	$428K	Hold	473	–	–	0.2%	55
2024 Q1	$368K	Buy	473 +9	+2%	+$6.4K	0.17%	58
2023 Q4	$271K	Buy	464 +40	+9%	+$23.3K	0.16%	61
2023 Q3	$228K	Buy	+424	New	+$218K	0.15%	60

Other funds holding LLY

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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Montis Financial's LLY Position: Q3 2026 in Review

Montis Financial increased its Eli Lilly (LLY) stake by 21% in Q3 2026, buying an estimated $74.3K and bringing the position to 360 shares worth $417K. The position accounts for 0.09% of the portfolio, ranked #105.

Montis Financial first reported a position in LLY in Q3 2023 and has held it in 13 quarters since. The position peaked at $596K in Q1 2025. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Montis Financial held 360 shares of Eli Lilly worth $417K as of Q3 2026.
Montis Financial bought 63 Eli Lilly shares in Q3 2026, an estimated $74.3K.
Eli Lilly made up 0.09% of Montis Financial's portfolio in Q3 2026, its #105 holding.
Montis Financial first reported a position in Eli Lilly in Q3 2023 and has held it in 13 quarters since.
Montis Financial's Eli Lilly position peaked at $596K in Q1 2025.
4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Montis Financial's 13F filing for Q3 2026, filed 4 Nov 2026.