Wormser Freres Gestion’s Eli Lilly LLY Stock Holding History

Wormser Freres Gestion’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	$702K	Buy	607 +47	+8%	+$55.5K	0.39%	22
2026 Q2	$671K	Sell	560 -94	-14%	-$96K	0.38%	24
2026 Q1	$615K	Sell	654 -23	-3%	-$23.3K	0.44%	21
2025 Q4	$728K	Buy	677 +191	+39%	+$183K	0.41%	24
2025 Q3	$371K	Buy	486 +5	+1%	+$3.72K	0.21%	30
2025 Q2	$375K	Buy	481 +10	+2%	+$7.77K	0.22%	29
2025 Q1	$389K	Buy	471 +138	+41%	+$115K	0.24%	30
2024 Q4	$259K	Buy	333 +197	+145%	+$163K	0.15%	30
2024 Q3	$121K	Hold	136	–	–	0.07%	34
2024 Q2	$127K	Buy	+136	New	+$109K	0.08%	34

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Wormser Freres Gestion's LLY Position: Q3 2026 in Review

Wormser Freres Gestion increased its Eli Lilly (LLY) stake by 8.4% in Q3 2026, buying an estimated $55.5K and bringing the position to 607 shares worth $702K. The position accounts for 0.39% of the portfolio, ranked #22.

Wormser Freres Gestion first reported a position in LLY in Q2 2024 and has held it in 10 quarters since. The position peaked at $728K in Q4 2025. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Wormser Freres Gestion held 607 shares of Eli Lilly worth $702K as of Q3 2026.
Wormser Freres Gestion bought 47 Eli Lilly shares in Q3 2026, an estimated $55.5K.
Eli Lilly made up 0.39% of Wormser Freres Gestion's portfolio in Q3 2026, its #22 holding.
Wormser Freres Gestion first reported a position in Eli Lilly in Q2 2024 and has held it in 10 quarters since.
Wormser Freres Gestion's Eli Lilly position peaked at $728K in Q4 2025.
1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Wormser Freres Gestion's 13F filing for Q3 2026, filed 21 Oct 2026.