Stevens Capital Partners
LLY icon

Stevens Capital Partners’s Eli Lilly LLY Stock Holding History

Stevens Capital 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 		$773K Buy
668
+167
+33% +$197K 0.13% 85
2026
Q2 		$601K Buy
501
+277
+124% +$283K 0.11% 87
2026
Q1 		$206K Buy
224
+26
+13% +$26.4K 0.05% 124
2025
Q4 		$213K Buy
+198
New +$189K 0.06% 98

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Stevens Capital Partners's LLY Position: Q3 2026 in Review

Stevens Capital Partners increased its Eli Lilly (LLY) stake by 33% in Q3 2026, buying an estimated $197K and bringing the position to 668 shares worth $773K. The position accounts for 0.13% of the portfolio, ranked #85.

Stevens Capital Partners first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Stevens Capital Partners held 668 shares of Eli Lilly worth $773K as of Q3 2026.
  • Stevens Capital Partners bought 167 Eli Lilly shares in Q3 2026, an estimated $197K.
  • Eli Lilly made up 0.13% of Stevens Capital Partners's portfolio in Q3 2026, its #85 holding.
  • Stevens Capital Partners first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • 2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Stevens Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.