Sitrin Capital Management’s Eli Lilly LLY Stock Holding History

Sitrin Capital 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	$6.79M	Sell	5,864 -80	-1%	-$94.4K	3.06%	17
2026 Q2	$7.13M	Sell	5,944 -75	-1%	-$76.6K	3.16%	11
2026 Q1	$5.54M	Buy	6,019 +3	+0%	+$3.04K	2.77%	21
2025 Q4	$6.47M	Sell	6,016 -4	-0.1%	-$3.82K	3.07%	13
2025 Q3	$4.59M	Sell	6,020 -58	-1%	-$43.2K	2.2%	27
2025 Q2	$4.74M	Sell	6,078 -566	-9%	-$440K	2.42%	25
2025 Q1	$5.49M	Buy	6,644 +22	+0.3%	+$18.3K	2.96%	18
2024 Q4	$5.11M	Buy	6,622 +27	+0.4%	+$22.4K	2.58%	20
2024 Q3	$5.84M	Sell	6,595 -17	-0.3%	-$15.3K	2.92%	18
2024 Q2	$5.99M	Buy	+6,612	New	+$5.29M	3.18%	15

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Sitrin Capital Management's LLY Position: Q3 2026 in Review

Sitrin Capital Management reduced its Eli Lilly (LLY) stake by 1.3% in Q3 2026, selling an estimated $94.4K and leaving 5,864 shares worth $6.79M. The position accounts for 3.06% of the portfolio, ranked #17.

Sitrin Capital Management first reported a position in LLY in Q2 2024 and has held it in 10 quarters since. The position peaked at $7.13M in Q2 2026. 2,091 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Sitrin Capital Management held 5,864 shares of Eli Lilly worth $6.79M as of Q3 2026.
Sitrin Capital Management sold 80 Eli Lilly shares in Q3 2026, an estimated $94.4K.
Eli Lilly made up 3.06% of Sitrin Capital Management's portfolio in Q3 2026, its #17 holding.
Sitrin Capital Management first reported a position in Eli Lilly in Q2 2024 and has held it in 10 quarters since.
Sitrin Capital Management's Eli Lilly position peaked at $7.13M in Q2 2026.
2,091 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Sitrin Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.