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Paladin Partners’s Eli Lilly LLY Stock Holding History

Paladin Partners’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 		$351K Sell
303
-5
-2% -$5.9K 0.22% 38
2026
Q2 		$369K Hold
308
– – 0.24% 35
2026
Q1 		$283K Hold
308
– – 0.2% 36
2025
Q4 		$331K Buy
+308
New +$295K 0.25% 34

Other funds holding LLY

PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Paladin Partners's LLY Position: Q3 2026 in Review

Paladin Partners reduced its Eli Lilly (LLY) stake by 1.6% in Q3 2026, selling an estimated $5.9K and leaving 303 shares worth $351K. The position accounts for 0.22% of the portfolio, ranked #38.

Paladin Partners first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. The position peaked at $369K in Q2 2026. 62 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Paladin Partners held 303 shares of Eli Lilly worth $351K as of Q3 2026.
  • Paladin Partners sold 5 Eli Lilly shares in Q3 2026, an estimated $5.9K.
  • Eli Lilly made up 0.22% of Paladin Partners's portfolio in Q3 2026, its #38 holding.
  • Paladin Partners first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's Eli Lilly position peaked at $369K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.