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Persium Advisors’s Eli Lilly LLY Stock Holding History

Persium Advisors’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 		$378K Buy
327
+17
+5% +$20.1K 0.2% 56
2026
Q2 		$372K Sell
310
-5
-2% -$5.11K 0.24% 57
2026
Q1 		$290K Sell
315
-25
-7% -$25.3K 0.23% 52
2025
Q4 		$365K Buy
+340
New +$325K 0.26% 51

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Persium Advisors's LLY Position: Q3 2026 in Review

Persium Advisors increased its Eli Lilly (LLY) stake by 5.5% in Q3 2026, buying an estimated $20.1K and bringing the position to 327 shares worth $378K. The position accounts for 0.2% of the portfolio, ranked #56.

Persium Advisors first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. 987 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Persium Advisors held 327 shares of Eli Lilly worth $378K as of Q3 2026.
  • Persium Advisors bought 17 Eli Lilly shares in Q3 2026, an estimated $20.1K.
  • Eli Lilly made up 0.2% of Persium Advisors's portfolio in Q3 2026, its #56 holding.
  • Persium Advisors first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • 987 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.