New Perspectives Inc
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New Perspectives Inc’s Eli Lilly LLY Stock Holding History

New Perspectives Inc’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 		$1.18M Buy
1,021
+7
+0.7% +$8.26K 0.36% 16
2026
Q2 		$1.22M Hold
1,014
– – 0.37% 16
2026
Q1 		$933K Hold
1,014
– – 0.32% 17
2025
Q4 		$1.09M Sell
1,014
-83
-8% -$79.4K 0.38% 16
2025
Q3 		$837K Hold
1,097
– – 0.37% 18
2025
Q2 		$855K Hold
1,097
– – 0.42% 16
2025
Q1 		$906K Hold
1,097
– – 0.48% 16
2024
Q4 		$847K Hold
1,097
– – 0.45% 15
2024
Q3 		$972K Buy
+1,097
New +$986K 0.52% 15

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

New Perspectives Inc's LLY Position: Q3 2026 in Review

New Perspectives Inc increased its Eli Lilly (LLY) stake by 0.69% in Q3 2026, buying an estimated $8.26K and bringing the position to 1,021 shares worth $1.18M. The position accounts for 0.36% of the portfolio, ranked #16.

New Perspectives Inc first reported a position in LLY in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q2 2026. 1,643 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • New Perspectives Inc held 1,021 shares of Eli Lilly worth $1.18M as of Q3 2026.
  • New Perspectives Inc bought 7 Eli Lilly shares in Q3 2026, an estimated $8.26K.
  • Eli Lilly made up 0.36% of New Perspectives Inc's portfolio in Q3 2026, its #16 holding.
  • New Perspectives Inc first reported a position in Eli Lilly in Q3 2024 and has held it in 9 quarters since.
  • New Perspectives Inc's Eli Lilly position peaked at $1.22M in Q2 2026.
  • 1,643 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.