Traveka Wealth
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Traveka Wealth’s Eli Lilly LLY Stock Holding History

Traveka 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 		$2.87M Buy
2,478
+116
+5% +$137K 0.88% 25
2026
Q2 		$2.83M Buy
2,362
+36
+2% +$36.8K 0.94% 25
2026
Q1 		$2.14M Buy
2,326
+26
+1% +$26.4K 0.82% 29
2025
Q4 		$2.47M Sell
2,300
-102
-4% -$97.5K 1.01% 24
2025
Q3 		$1.83M Sell
2,402
-40
-2% -$29.8K 0.82% 32
2025
Q2 		$1.9M Sell
2,442
-148
-6% -$115K 1.01% 28
2025
Q1 		$2.14M Sell
2,590
-1,325
-34% -$1.1M 1.2% 21
2024
Q4 		$3.02M Buy
3,915
+1,213
+45% +$1M 1.67% 18
2024
Q3 		$2.39M Sell
2,702
-447
-14% -$402K 1.22% 22
2024
Q2 		$2.85M Buy
3,149
+112
+4% +$89.6K 1.39% 20
2024
Q1 		$2.36M Sell
3,037
-1,143
-27% -$813K 1.09% 25
2023
Q4 		$2.44M Buy
+4,180
New +$2.44M 1.23% 23

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Traveka Wealth's LLY Position: Q3 2026 in Review

Traveka Wealth increased its Eli Lilly (LLY) stake by 4.9% in Q3 2026, buying an estimated $137K and bringing the position to 2,478 shares worth $2.87M. The position accounts for 0.88% of the portfolio, ranked #25.

Traveka Wealth first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.02M in Q4 2024. 2,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Traveka Wealth held 2,478 shares of Eli Lilly worth $2.87M as of Q3 2026.
  • Traveka Wealth bought 116 Eli Lilly shares in Q3 2026, an estimated $137K.
  • Eli Lilly made up 0.88% of Traveka Wealth's portfolio in Q3 2026, its #25 holding.
  • Traveka Wealth first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
  • Traveka Wealth's Eli Lilly position peaked at $3.02M in Q4 2024.
  • 2,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Traveka Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.