World Equity Group
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World Equity Group’s Eli Lilly LLY Stock Holding History

World Equity Group’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 		$2.12M Sell
1,804
-167
-8% -$197K 0.87% 23
2026
Q2 		$2.36M Buy
1,971
+87
+5% +$88.9K 0.53% 41
2026
Q1 		$1.73M Sell
1,884
-31
-2% -$31.4K 0.45% 43
2025
Q4 		$2.06M Sell
1,915
-58
-3% -$55.5K 0.57% 35
2025
Q3 		$1.51M Buy
1,973
+856
+77% +$637K 0.34% 63
2025
Q2 		$871K Buy
1,117
+4
+0.4% +$3.11K 0.24% 90
2025
Q1 		$919K Buy
1,113
+306
+38% +$255K 0.26% 85
2024
Q4 		$623K Buy
807
+51
+7% +$42.2K 0.13% 161
2024
Q3 		$670K Sell
756
-36
-5% -$32.4K 0.24% 99
2024
Q2 		$717K Sell
792
-1,014
-56% -$811K 0.21% 122
2024
Q1 		$1.4M Sell
1,806
-38
-2% -$27K 0.29% 90
2023
Q4 		$1.07M Sell
1,844
-1,122
-38% -$655K 0.22% 105
2023
Q3 		$1.59M Buy
2,966
+1,492
+101% +$769K 0.33% 71
2023
Q2 		$691K Buy
+1,474
New +$618K 0.2% 126
2023
Q1 		– Sell
-1,716
Closed -$628K – 553
2022
Q4 		$628K Buy
1,716
+18
+1% +$6.38K 0.15% 155
2022
Q3 		$549K Buy
1,698
+5
+0.3% +$1.58K 0.14% 154
2022
Q2 		$549K Sell
1,693
-232
-12% -$69.6K 0.14% 169
2022
Q1 		$551K Buy
+1,925
New +$495K 0.12% 193

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

World Equity Group's LLY Position: Q3 2026 in Review

World Equity Group reduced its Eli Lilly (LLY) stake by 8.5% in Q3 2026, selling an estimated $197K and leaving 1,804 shares worth $2.12M. The position accounts for 0.87% of the portfolio, ranked #23.

World Equity Group first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.36M in Q2 2026. 1,164 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • World Equity Group held 1,804 shares of Eli Lilly worth $2.12M as of Q3 2026.
  • World Equity Group sold 167 Eli Lilly shares in Q3 2026, an estimated $197K.
  • Eli Lilly made up 0.87% of World Equity Group's portfolio in Q3 2026, its #23 holding.
  • World Equity Group first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Eli Lilly position peaked at $2.36M in Q2 2026.
  • 1,164 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.