Paladin Advisory Group’s Eli Lilly LLY Stock Holding History

Paladin Advisory 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	$367K	Hold	317	–	–	0.25%	59
2026 Q2	$380K	Hold	317	–	–	0.25%	59
2026 Q1	$292K	Hold	317	–	–	0.22%	64
2025 Q4	$341K	Hold	317	–	–	0.25%	61
2025 Q3	$242K	Hold	317	–	–	0.19%	69
2025 Q2	$247K	Sell	317 -126	-28%	-$97.9K	0.19%	74
2025 Q1	$366K	Sell	443 -147	-25%	-$122K	0.29%	58
2024 Q4	$455K	Hold	590	–	–	0.35%	52
2024 Q3	$523K	Hold	590	–	–	0.39%	48
2024 Q2	$539K	Hold	590	–	–	0.42%	47
2024 Q1	$449K	Hold	590	–	–	0.35%	52
2023 Q4	$344K	Hold	590	–	–	0.28%	59
2023 Q3	$317K	Hold	590	–	–	0.27%	63
2023 Q2	$277K	Hold	590	–	–	0.22%	78
2023 Q1	$203K	Buy	+590	New	+$199K	0.17%	96
2022 Q2	–	Sell	-590	Closed	-$177K	–	413
2022 Q1	$172K	Buy	+590	New	+$152K	0.14%	102

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

Paladin Advisory Group's LLY Position: Q3 2026 in Review

Paladin Advisory Group held its Eli Lilly (LLY) position steady in Q3 2026 at 317 shares worth $367K. The position accounts for 0.25% of the portfolio, ranked #59.

Paladin Advisory Group first reported a position in LLY in Q1 2022 and has held it in 16 quarters since. The position peaked at $539K in Q2 2024. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Paladin Advisory Group held 317 shares of Eli Lilly worth $367K as of Q3 2026.
Paladin Advisory Group left its Eli Lilly share count unchanged in Q3 2026.
Eli Lilly made up 0.25% of Paladin Advisory Group's portfolio in Q3 2026, its #59 holding.
Paladin Advisory Group first reported a position in Eli Lilly in Q1 2022 and has held it in 16 quarters since.
Paladin Advisory Group's Eli Lilly position peaked at $539K in Q2 2024.
4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.