Affiance Financial’s Eli Lilly LLY Stock Holding History

Affiance Financial’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	$1.69M	Hold	1,405	–	–	0.24%	42
2026 Q1	$1.29M	Hold	1,405	–	–	0.21%	47
2025 Q4	$1.51M	Sell	1,405 -116	-8%	-$111K	0.24%	43
2025 Q3	$1.16M	Sell	1,521 -115	-7%	-$85.6K	0.21%	47
2025 Q2	$1.28M	Sell	1,636 -11	-0.7%	-$8.55K	0.26%	44
2025 Q1	$1.36M	Sell	1,647 -6	-0.4%	-$4.99K	0.32%	42
2024 Q4	$1.28M	Sell	1,653 -272	-14%	-$225K	0.31%	46
2024 Q3	$1.71M	Hold	1,925	–	–	0.41%	37
2024 Q2	$1.74M	Buy	1,925 +85	+5%	+$68K	0.45%	34
2024 Q1	$1.43M	Buy	1,840 +5	+0.3%	+$3.56K	0.39%	38
2023 Q4	$1.07M	Hold	1,835	–	–	0.31%	50
2023 Q3	$986K	Hold	1,835	–	–	0.5%	48
2023 Q2	$861K	Hold	1,835	–	–	0.42%	53
2023 Q1	$630K	Hold	1,835	–	–	0.33%	56
2022 Q4	$671K	Hold	1,835	–	–	0.27%	60
2022 Q3	$593K	Hold	1,835	–	–	0.33%	42
2022 Q2	$595K	Hold	1,835	–	–	0.32%	47
2022 Q1	$525K	Buy	1,835 +35	+2%	+$9.01K	0.26%	56
2021 Q4	$497K	Hold	1,800	–	–	0.21%	74
2021 Q3	$416K	Sell	1,800 -5	-0.3%	-$1.23K	0.18%	80
2021 Q2	$414K	Buy	1,805 +5	+0.3%	+$1K	0.18%	81
2021 Q1	$336K	Hold	1,800	–	–	0.15%	85
2020 Q4	$304K	Hold	1,800	–	–	0.16%	86
2020 Q3	$266K	Hold	1,800	–	–	0.15%	85
2020 Q2	$296K	Hold	1,800	–	–	0.16%	74
2020 Q1	$250K	Hold	1,800	–	–	0.17%	72
2019 Q4	$237K	Hold	1,800	–	–	0.13%	81
2019 Q3	$201K	Buy	+1,800	New	+$200K	0.12%	90
2019 Q2	–	Sell	-1,800	Closed	-$234K	–	93
2019 Q1	$234K	Hold	1,800	–	–	0.15%	84
2018 Q4	$208K	Buy	+1,800	New	+$201K	0.14%	89

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Affiance Financial's LLY Position: Q2 2026 in Review

Affiance Financial held its Eli Lilly (LLY) position steady in Q2 2026 at 1,405 shares worth $1.69M. The position accounts for 0.24% of the portfolio, ranked #42.

Affiance Financial first reported a position in LLY in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.74M in Q2 2024. 2,115 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Affiance Financial held 1,405 shares of Eli Lilly worth $1.69M as of Q2 2026.
Affiance Financial left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.24% of Affiance Financial's portfolio in Q2 2026, its #42 holding.
Affiance Financial first reported a position in Eli Lilly in Q4 2018 and has held it in 30 quarters since.
Affiance Financial's Eli Lilly position peaked at $1.74M in Q2 2024.
2,115 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.