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Abacus Planning Group’s Eli Lilly LLY Stock Holding History

Abacus Planning 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
Q2 		$3.03M Buy
2,527
+58
+2% +$59.3K 0.37% 36
2026
Q1 		$2.27M Sell
2,469
-126
-5% -$128K 0.31% 44
2025
Q4 		$2.79M Buy
2,595
+116
+5% +$111K 0.37% 38
2025
Q3 		$1.89M Buy
2,479
+48
+2% +$35.7K 0.26% 54
2025
Q2 		$1.9M Sell
2,431
-57
-2% -$44.3K 0.28% 50
2025
Q1 		$2.06M Buy
2,488
+79
+3% +$65.7K 0.36% 40
2024
Q4 		$1.86M Buy
2,409
+43
+2% +$35.6K 0.33% 42
2024
Q3 		$2.1M Sell
2,366
-107
-4% -$96.2K 0.37% 38
2024
Q2 		$2.24M Buy
2,473
+596
+32% +$477K 0.43% 32
2024
Q1 		$1.46M Sell
1,877
-84
-4% -$59.8K 0.29% 47
2023
Q4 		$1.14M Sell
1,961
-20
-1% -$11.7K 0.24% 59
2023
Q3 		$1.06M Buy
1,981
+89
+5% +$45.9K 0.26% 61
2023
Q2 		$887K Buy
1,892
+90
+5% +$37.7K 0.21% 73
2023
Q1 		$619K Sell
1,802
-221
-11% -$74.5K 0.16% 93
2022
Q4 		$740K Buy
2,023
+221
+12% +$78.4K 0.2% 78
2022
Q3 		$583K Sell
1,802
-25
-1% -$7.92K 0.18% 82
2022
Q2 		$592K Sell
1,827
-125
-6% -$37.5K 0.17% 89
2022
Q1 		$559K Sell
1,952
-18
-0.9% -$4.63K 0.15% 105
2021
Q4 		$544K Buy
1,970
+91
+5% +$23.1K 0.15% 104
2021
Q3 		$434K Buy
1,879
+143
+8% +$35.3K 0.14% 108
2021
Q2 		$398K Sell
1,736
-34
-2% -$6.83K 0.12% 116
2021
Q1 		$331K Buy
1,770
+195
+12% +$38.1K 0.11% 128
2020
Q4 		$266K Hold
1,575
– – 0.08% 141
2020
Q3 		$233K Hold
1,575
– – 0.09% 136
2020
Q2 		$259K Hold
1,575
– – 0.11% 127
2020
Q1 		$218K Hold
1,575
– – 0.11% 130
2019
Q4 		$207K Buy
+1,575
New +$183K 0.1% 157
2019
Q2 		– Sell
-1,575
Closed -$204K – 172
2019
Q1 		$204K Sell
1,575
-875
-36% -$106K 0.13% 142
2018
Q4 		$284K Hold
2,450
– – 0.22% 105
2018
Q3 		$262K Buy
+2,450
New +$245K 0.18% 117

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Abacus Planning Group's LLY Position: Q2 2026 in Review

Abacus Planning Group increased its Eli Lilly (LLY) stake by 2.3% in Q2 2026, buying an estimated $59.3K and bringing the position to 2,527 shares worth $3.03M. The position accounts for 0.37% of the portfolio, ranked #36.

Abacus Planning Group first reported a position in LLY in Q3 2018 and has held it in 30 quarters since. 1,928 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Abacus Planning Group held 2,527 shares of Eli Lilly worth $3.03M as of Q2 2026.
  • Abacus Planning Group bought 58 Eli Lilly shares in Q2 2026, an estimated $59.3K.
  • Eli Lilly made up 0.37% of Abacus Planning Group's portfolio in Q2 2026, its #36 holding.
  • Abacus Planning Group first reported a position in Eli Lilly in Q3 2018 and has held it in 30 quarters since.
  • 1,928 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.