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WoodTrust Financial’s Eli Lilly LLY Stock Holding History

WoodTrust Financial’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 		$3.9M Buy
3,371
+50
+2% +$59K 0.47% 43
2026
Q2 		$3.98M Buy
3,321
+1,083
+48% +$1.11M 0.47% 42
2026
Q1 		$2.06M Buy
2,238
+266
+13% +$270K 0.27% 54
2025
Q4 		$2.12M Buy
1,972
+40
+2% +$38.2K 0.25% 56
2025
Q3 		$1.47M Hold
1,932
– – 0.18% 76
2025
Q2 		$1.51M Hold
1,932
– – 0.19% 71
2025
Q1 		$1.59M Sell
1,932
-10
-0.5% -$8.32K 0.22% 64
2024
Q4 		$1.5M Buy
1,942
+7
+0.4% +$5.8K 0.21% 70
2024
Q3 		$1.72M Sell
1,935
-416
-18% -$374K 0.24% 64
2024
Q2 		$2.13M Buy
2,351
+25
+1% +$20K 0.33% 55
2024
Q1 		$1.81M Buy
2,326
+364
+19% +$259K 0.29% 60
2023
Q4 		$1.14M Sell
1,962
-50
-2% -$29.2K 0.2% 78
2023
Q3 		$1.08M Sell
2,012
-100
-5% -$51.5K 0.21% 73
2023
Q2 		$990K Hold
2,112
– – 0.18% 81
2023
Q1 		$725K Hold
2,112
– – 0.14% 89
2022
Q4 		$772K Sell
2,112
-200
-9% -$70.9K 0.16% 83
2022
Q3 		$747K Hold
2,312
– – 0.17% 86
2022
Q2 		$750K Sell
2,312
-201
-8% -$60.3K 0.17% 80
2022
Q1 		$720K Buy
2,513
+551
+28% +$142K 0.15% 86
2021
Q4 		$542K Buy
1,962
+300
+18% +$76.1K 0.11% 92
2021
Q3 		$384K Buy
1,662
+475
+40% +$117K 0.09% 99
2021
Q2 		$272K Buy
+1,187
New +$238K 0.07% 111
2021
Q1 		– Sell
-1,365
Closed -$230K – 109
2020
Q4 		$230K Buy
+1,365
New +$204K 0.07% 91
2020
Q3 		– Sell
-1,347
Closed -$221K – 111
2020
Q2 		$221K Buy
+1,347
New +$207K 0.09% 80

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
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
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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

WoodTrust Financial's LLY Position: Q3 2026 in Review

WoodTrust Financial increased its Eli Lilly (LLY) stake by 1.5% in Q3 2026, buying an estimated $59K and bringing the position to 3,371 shares worth $3.9M. The position accounts for 0.47% of the portfolio, ranked #43.

WoodTrust Financial first reported a position in LLY in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.98M in Q2 2026. 255 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • WoodTrust Financial held 3,371 shares of Eli Lilly worth $3.9M as of Q3 2026.
  • WoodTrust Financial bought 50 Eli Lilly shares in Q3 2026, an estimated $59K.
  • Eli Lilly made up 0.47% of WoodTrust Financial's portfolio in Q3 2026, its #43 holding.
  • WoodTrust Financial first reported a position in Eli Lilly in Q2 2020 and has held it in 24 quarters since.
  • WoodTrust Financial's Eli Lilly position peaked at $3.98M in Q2 2026.
  • 255 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.