Toth Financial Advisory
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Toth Financial Advisory’s Eli Lilly LLY Stock Holding History

Toth Financial Advisory’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 		$1.49M Buy
1,285
+78
+6% +$92K 0.15% 117
2026
Q2 		$1.45M Buy
1,207
+891
+282% +$910K 0.14% 124
2026
Q1 		$291K Sell
316
-830
-72% -$841K 0.03% 191
2025
Q4 		$1.23M Buy
1,146
+1,082
+1,691% +$1.03M 0.13% 120
2025
Q3 		$48.8K Hold
64
– – 0.01% 355
2025
Q2 		$49.9K Hold
64
– – 0.01% 311
2025
Q1 		$52.9K Sell
64
-6
-9% -$4.99K 0.01% 289
2024
Q4 		$54K Buy
70
+4
+6% +$3.31K 0.01% 292
2024
Q3 		$58.5K Buy
66
+7
+12% +$6.29K 0.01% 278
2024
Q2 		$53.4K Hold
59
– – 0.01% 286
2024
Q1 		$45.9K Hold
59
– – 0.01% 302
2023
Q4 		$34.4K Buy
59
+8
+16% +$4.67K ﹤0.01% 326
2023
Q3 		$27.4K Buy
51
+6
+13% +$3.09K ﹤0.01% 326
2023
Q2 		$21.1K Sell
45
-24
-35% -$10.1K ﹤0.01% 382
2023
Q1 		$23.7K Buy
69
+24
+53% +$8.09K ﹤0.01% 362
2022
Q4 		$16.5K Hold
45
– – ﹤0.01% 395
2022
Q3 		$15K Buy
45
+25
+125% +$7.92K ﹤0.01% 402
2022
Q2 		$6K Buy
+20
New +$6K ﹤0.01% 490
2022
Q1 		– Sell
-19
Closed -$5K – 767
2021
Q4 		$5K Hold
19
– – ﹤0.01% 567
2021
Q3 		$4K Buy
+19
New +$4.69K ﹤0.01% 579
2021
Q2 		– Sell
-130
Closed -$24K – 720
2021
Q1 		$24K Hold
130
– – ﹤0.01% 359
2020
Q4 		$22K Hold
130
– – ﹤0.01% 333
2020
Q3 		$19K Hold
130
– – ﹤0.01% 318
2020
Q2 		$21K Buy
+130
New +$20K ﹤0.01% 279

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
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Toth Financial Advisory's LLY Position: Q3 2026 in Review

Toth Financial Advisory increased its Eli Lilly (LLY) stake by 6.5% in Q3 2026, buying an estimated $92K and bringing the position to 1,285 shares worth $1.49M. The position accounts for 0.15% of the portfolio, ranked #117.

Toth Financial Advisory first reported a position in LLY in Q2 2020 and has held it in 24 quarters since. 1,134 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Toth Financial Advisory held 1,285 shares of Eli Lilly worth $1.49M as of Q3 2026.
  • Toth Financial Advisory bought 78 Eli Lilly shares in Q3 2026, an estimated $92K.
  • Eli Lilly made up 0.15% of Toth Financial Advisory's portfolio in Q3 2026, its #117 holding.
  • Toth Financial Advisory first reported a position in Eli Lilly in Q2 2020 and has held it in 24 quarters since.
  • 1,134 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.