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Windsor Capital Management’s Eli Lilly LLY Stock Holding History

Windsor Capital Management’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 		$304K Buy
263
+3
+1% +$3.54K 0.08% 105
2026
Q2 		$312K Buy
260
+1
+0.4% +$1.02K 0.08% 104
2026
Q1 		$238K Buy
259
+28
+12% +$28.4K 0.07% 112
2025
Q4 		$248K Buy
+231
New +$221K 0.07% 107

Other funds holding LLY

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Windsor Capital Management's LLY Position: Q3 2026 in Review

Windsor Capital Management increased its Eli Lilly (LLY) stake by 1.2% in Q3 2026, buying an estimated $3.54K and bringing the position to 263 shares worth $304K. The position accounts for 0.08% of the portfolio, ranked #105.

Windsor Capital Management first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. The position peaked at $312K in Q2 2026. 428 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Windsor Capital Management held 263 shares of Eli Lilly worth $304K as of Q3 2026.
  • Windsor Capital Management bought 3 Eli Lilly shares in Q3 2026, an estimated $3.54K.
  • Eli Lilly made up 0.08% of Windsor Capital Management's portfolio in Q3 2026, its #105 holding.
  • Windsor Capital Management first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • Windsor Capital Management's Eli Lilly position peaked at $312K in Q2 2026.
  • 428 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Windsor Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.