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Allen Mooney & Barnes Investment Advisors’s Eli Lilly LLY Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$5.78M Sell
4,815
-727
-13% -$743K 0.88% 40
2026
Q1 		$5.1M Sell
5,542
-213
-4% -$216K 0.73% 43
2025
Q4 		$6.18M Buy
5,755
+633
+12% +$605K 0.93% 38
2025
Q3 		$3.91M Sell
5,122
-156
-3% -$116K 0.61% 42
2025
Q2 		$4.11M Sell
5,278
-58
-1% -$45.1K 0.68% 40
2025
Q1 		$4.41M Buy
5,336
+88
+2% +$73.2K 0.72% 41
2024
Q4 		$4.05M Buy
5,248
+127
+2% +$105K 0.68% 42
2024
Q3 		$4.54M Buy
5,121
+117
+2% +$105K 0.77% 40
2024
Q2 		$4.53M Sell
5,004
-566
-10% -$453K 0.81% 40
2024
Q1 		$4.23M Sell
5,570
-479
-8% -$341K 0.81% 38
2023
Q4 		$3.53M Sell
6,049
-60
-1% -$35K 0.67% 40
2023
Q3 		$3.28M Buy
6,109
+2
+0% +$1.03K 0.7% 39
2023
Q2 		$2.86M Buy
6,107
+396
+7% +$166K 0.63% 39
2023
Q1 		$1.96M Sell
5,711
-220
-4% -$74.2K 0.47% 52
2022
Q4 		$2.17M Buy
5,931
+2
+0% +$709 0.52% 50
2022
Q3 		$1.92M Buy
5,929
+1
+0% +$317 0.51% 50
2022
Q2 		$1.92M Buy
5,928
+3
+0.1% +$901 0.49% 50
2022
Q1 		$1.7M Buy
+5,925
New +$1.52M 0.38% 58

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Allen Mooney & Barnes Investment Advisors's LLY Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Eli Lilly (LLY) stake by 13% in Q2 2026, selling an estimated $743K and leaving 4,815 shares worth $5.78M. The position accounts for 0.88% of the portfolio, ranked #40.

Allen Mooney & Barnes Investment Advisors first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.18M in Q4 2025. 2,000 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 4,815 shares of Eli Lilly worth $5.78M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 727 Eli Lilly shares in Q2 2026, an estimated $743K.
  • Eli Lilly made up 0.88% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #40 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Eli Lilly position peaked at $6.18M in Q4 2025.
  • 2,000 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.