Overbrook Management Corp’s Eli Lilly LLY Stock Holding History

Overbrook Management Corp’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	$34M	Sell	29,359 -7	-0%	-$8.26K	5.28%	6
2026 Q2	$35.2M	Buy	29,366 +1,479	+5%	+$1.51M	5.31%	5
2026 Q1	$25.6M	Sell	27,887 -402	-1%	-$408K	4.84%	8
2025 Q4	$30.4M	Sell	28,289 -13,597	-32%	-$13M	5.25%	7
2025 Q3	$32M	Buy	41,886 +14,518	+53%	+$10.8M	5.75%	7
2025 Q2	$21.3M	Buy	27,368 +17,918	+190%	+$13.9M	3.98%	10
2025 Q1	$7.8M	Sell	9,450 -33	-0.3%	-$27.5K	1.83%	21
2024 Q4	$7.32M	Buy	+9,483	New	+$7.85M	1.58%	25

Other funds holding LLY

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Overbrook Management Corp's LLY Position: Q3 2026 in Review

Overbrook Management Corp reduced its Eli Lilly (LLY) stake by 0.02% in Q3 2026, selling an estimated $8.26K and leaving 29,359 shares worth $34M. The position accounts for 5.28% of the portfolio, ranked #6.

Overbrook Management Corp first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $35.2M in Q2 2026. 255 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Overbrook Management Corp held 29,359 shares of Eli Lilly worth $34M as of Q3 2026.
Overbrook Management Corp sold 7 Eli Lilly shares in Q3 2026, an estimated $8.26K.
Eli Lilly made up 5.28% of Overbrook Management Corp's portfolio in Q3 2026, its #6 holding.
Overbrook Management Corp first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
Overbrook Management Corp's Eli Lilly position peaked at $35.2M in Q2 2026.
255 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Overbrook Management Corp's 13F filing for Q3 2026, filed 8 Oct 2026.