James T. Borello RIA
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James T. Borello RIA’s Eli Lilly LLY Stock Holding History

James T. Borello RIA’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 		$332K Buy
287
+7
+3% +$8.26K 0.07% 90
2026
Q2 		$336K Buy
280
+26
+10% +$26.6K 0.07% 88
2026
Q1 		$234K Buy
254
+72
+40% +$73K 0.06% 98
2025
Q4 		$196K Buy
182
+56
+44% +$53.5K 0.05% 101
2025
Q3 		$96.1K Buy
+126
New +$93.8K 0.03% 128

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

James T. Borello RIA's LLY Position: Q3 2026 in Review

James T. Borello RIA increased its Eli Lilly (LLY) stake by 2.5% in Q3 2026, buying an estimated $8.26K and bringing the position to 287 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #90.

James T. Borello RIA first reported a position in LLY in Q3 2025 and has held it in 5 quarters since. The position peaked at $336K in Q2 2026. 1,138 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • James T. Borello RIA held 287 shares of Eli Lilly worth $332K as of Q3 2026.
  • James T. Borello RIA bought 7 Eli Lilly shares in Q3 2026, an estimated $8.26K.
  • Eli Lilly made up 0.07% of James T. Borello RIA's portfolio in Q3 2026, its #90 holding.
  • James T. Borello RIA first reported a position in Eli Lilly in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Eli Lilly position peaked at $336K in Q2 2026.
  • 1,138 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.