Teamwork Financial Advisors
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Teamwork Financial Advisors’s Eli Lilly LLY Stock Holding History

Teamwork Financial 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 		$13.1M Buy
11,307
+645
+6% +$761K 1.44% 23
2026
Q2 		$12.8M Buy
+10,662
New +$10.9M 1.16% 33
2025
Q3 		– Sell
-351
Closed -$274K – 212
2025
Q2 		$274K Buy
351
+17
+5% +$13.2K 0.03% 166
2025
Q1 		$276K Sell
334
-537
-62% -$447K 0.04% 147
2024
Q4 		$672K Sell
871
-393
-31% -$325K 0.09% 96
2024
Q3 		$1.12M Sell
1,264
-10,433
-89% -$9.38M 0.16% 74
2024
Q2 		$10.6M Buy
+11,697
New +$9.36M 1.57% 28
2024
Q1 		– Sell
-351
Closed -$205K – 193
2023
Q4 		$205K Buy
+351
New +$205K 0.04% 176

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Teamwork Financial Advisors's LLY Position: Q3 2026 in Review

Teamwork Financial Advisors increased its Eli Lilly (LLY) stake by 6% in Q3 2026, buying an estimated $761K and bringing the position to 11,307 shares worth $13.1M. The position accounts for 1.44% of the portfolio, ranked #23.

Teamwork Financial Advisors first reported a position in LLY in Q4 2023 and has held it in 8 quarters since. 1,470 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Teamwork Financial Advisors held 11,307 shares of Eli Lilly worth $13.1M as of Q3 2026.
  • Teamwork Financial Advisors bought 645 Eli Lilly shares in Q3 2026, an estimated $761K.
  • Eli Lilly made up 1.44% of Teamwork Financial Advisors's portfolio in Q3 2026, its #23 holding.
  • Teamwork Financial Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 8 quarters since.
  • 1,470 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.