Peak Financial Management
LLY icon

Peak Financial Management’s Eli Lilly LLY Stock Holding History

Peak Financial Management’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 		$405K Buy
350
+30
+9% +$35.4K 0.09% 68
2026
Q2 		$384K Buy
+320
New +$327K 0.09% 68
2026
Q1 		– Sell
-291
Closed -$313K – 102
2025
Q4 		$313K Sell
291
-25
-8% -$23.9K 0.08% 74
2025
Q3 		$241K Buy
316
+30
+10% +$22.3K 0.06% 84
2025
Q2 		$223K Sell
286
-34
-11% -$26.4K 0.06% 89
2025
Q1 		$264K Sell
320
-45
-12% -$37.4K 0.08% 76
2024
Q4 		$282K Buy
365
+136
+59% +$113K 0.08% 77
2024
Q3 		$203K Sell
229
-189
-45% -$170K 0.06% 98
2024
Q2 		$378K Sell
418
-235
-36% -$188K 0.12% 68
2024
Q1 		$508K Buy
653
+263
+67% +$187K 0.16% 54
2023
Q4 		$227K Buy
+390
New +$228K 0.08% 79
2023
Q3 		– Sell
-584
Closed -$274K – 75
2023
Q2 		$274K Buy
+584
New +$245K 0.1% 71

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Peak Financial Management's LLY Position: Q3 2026 in Review

Peak Financial Management increased its Eli Lilly (LLY) stake by 9.4% in Q3 2026, buying an estimated $35.4K and bringing the position to 350 shares worth $405K. The position accounts for 0.09% of the portfolio, ranked #68.

Peak Financial Management first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $508K in Q1 2024. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Peak Financial Management held 350 shares of Eli Lilly worth $405K as of Q3 2026.
  • Peak Financial Management bought 30 Eli Lilly shares in Q3 2026, an estimated $35.4K.
  • Eli Lilly made up 0.09% of Peak Financial Management's portfolio in Q3 2026, its #68 holding.
  • Peak Financial Management first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
  • Peak Financial Management's Eli Lilly position peaked at $508K in Q1 2024.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Peak Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.