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Access Financial Services’s Eli Lilly LLY Stock Holding History

Access Financial Services’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 		$673K Buy
561
+181
+48% +$185K 0.22% 60
2026
Q1 		$350K Sell
380
-7
-2% -$7.1K 0.12% 82
2025
Q4 		$416K Buy
387
+9
+2% +$8.61K 0.15% 81
2025
Q3 		$288K Sell
378
-8
-2% -$5.95K 0.1% 94
2025
Q2 		$301K Hold
386
– – 0.11% 93
2025
Q1 		$319K Buy
+386
New +$321K 0.13% 87
2024
Q4 		– Sell
-321
Closed -$284K – 106
2024
Q3 		$284K Hold
321
– – 0.13% 94
2024
Q2 		$291K Buy
+321
New +$257K 0.13% 89

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Access Financial Services's LLY Position: Q2 2026 in Review

Access Financial Services increased its Eli Lilly (LLY) stake by 48% in Q2 2026, buying an estimated $185K and bringing the position to 561 shares worth $673K. The position accounts for 0.22% of the portfolio, ranked #60.

Access Financial Services first reported a position in LLY in Q2 2024 and has held it in 8 quarters since. 1,565 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Access Financial Services held 561 shares of Eli Lilly worth $673K as of Q2 2026.
  • Access Financial Services bought 181 Eli Lilly shares in Q2 2026, an estimated $185K.
  • Eli Lilly made up 0.22% of Access Financial Services's portfolio in Q2 2026, its #60 holding.
  • Access Financial Services first reported a position in Eli Lilly in Q2 2024 and has held it in 8 quarters since.
  • 1,565 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.