Stewardship Advisors
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Stewardship Advisors’s Eli Lilly LLY Stock Holding History

Stewardship 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 		$332K Buy
287
+23
+9% +$27.1K 0.07% 127
2026
Q2 		$317K Buy
264
+18
+7% +$18.4K 0.07% 136
2026
Q1 		$226K Sell
246
-23
-9% -$23.3K 0.05% 152
2025
Q4 		$289K Buy
+269
New +$257K 0.07% 119

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
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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

Stewardship Advisors's LLY Position: Q3 2026 in Review

Stewardship Advisors increased its Eli Lilly (LLY) stake by 8.7% in Q3 2026, buying an estimated $27.1K and bringing the position to 287 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #127.

Stewardship Advisors first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. 3,304 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Stewardship Advisors held 287 shares of Eli Lilly worth $332K as of Q3 2026.
  • Stewardship Advisors bought 23 Eli Lilly shares in Q3 2026, an estimated $27.1K.
  • Eli Lilly made up 0.07% of Stewardship Advisors's portfolio in Q3 2026, its #127 holding.
  • Stewardship Advisors first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • 3,304 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.