Third View Private Wealth
LLY icon

Third View Private Wealth’s Eli Lilly LLY Stock Holding History

Third View Private Wealth’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 		$2.37M Buy
2,049
+111
+6% +$131K 0.28% 80
2026
Q2 		$2.32M Buy
1,938
+687
+55% +$702K 0.29% 84
2026
Q1 		$1.15M Buy
1,251
+125
+11% +$127K 0.16% 111
2025
Q4 		$1.21M Buy
+1,126
New +$1.08M 0.16% 116

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

Third View Private Wealth's LLY Position: Q3 2026 in Review

Third View Private Wealth increased its Eli Lilly (LLY) stake by 5.7% in Q3 2026, buying an estimated $131K and bringing the position to 2,049 shares worth $2.37M. The position accounts for 0.28% of the portfolio, ranked #80.

Third View Private Wealth 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.

  • Third View Private Wealth held 2,049 shares of Eli Lilly worth $2.37M as of Q3 2026.
  • Third View Private Wealth bought 111 Eli Lilly shares in Q3 2026, an estimated $131K.
  • Eli Lilly made up 0.28% of Third View Private Wealth's portfolio in Q3 2026, its #80 holding.
  • Third View Private Wealth 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 Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.