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Aspen Investment Management’s Eli Lilly LLY Stock Holding History

Aspen Investment Management’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 		$4.02M Buy
3,349
+100
+3% +$102K 1.08% 23
2026
Q1 		$2.99M Buy
3,249
+94
+3% +$95.3K 0.92% 25
2025
Q4 		$3.39M Buy
3,155
+1,888
+149% +$1.81M 1.02% 22
2025
Q3 		$967K Buy
1,267
+250
+25% +$186K 0.37% 73
2025
Q2 		$793K Buy
1,017
+44
+5% +$34.2K 0.33% 77
2025
Q1 		$804K Buy
973
+46
+5% +$38.3K 0.37% 77
2024
Q4 		$716K Sell
927
-257
-22% -$213K 0.33% 77
2024
Q3 		$1.05M Buy
1,184
+73
+7% +$65.6K 0.49% 59
2024
Q2 		$1.01M Buy
1,111
+9
+0.8% +$7.2K 0.5% 58
2024
Q1 		$857K Buy
1,102
+18
+2% +$12.8K 0.44% 69
2023
Q4 		$632K Buy
1,084
+493
+83% +$288K 0.35% 79
2023
Q3 		$317K Buy
+591
New +$305K 0.19% 114
2023
Q1 		– Sell
-692
Closed -$253K – 136
2022
Q4 		$253K Sell
692
-14
-2% -$4.96K 0.17% 111
2022
Q3 		$228K Buy
+706
New +$224K 0.15% 124
2020
Q4 		– Sell
-2,138
Closed -$316K – 136
2020
Q3 		$316K Buy
2,138
+111
+5% +$17.2K 0.21% 96
2020
Q2 		$333K Buy
+2,027
New +$311K 0.24% 92

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

Aspen Investment Management's LLY Position: Q2 2026 in Review

Aspen Investment Management increased its Eli Lilly (LLY) stake by 3.1% in Q2 2026, buying an estimated $102K and bringing the position to 3,349 shares worth $4.02M. The position accounts for 1.08% of the portfolio, ranked #23.

Aspen Investment Management first reported a position in LLY in Q2 2020 and has held it in 16 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Aspen Investment Management held 3,349 shares of Eli Lilly worth $4.02M as of Q2 2026.
  • Aspen Investment Management bought 100 Eli Lilly shares in Q2 2026, an estimated $102K.
  • Eli Lilly made up 1.08% of Aspen Investment Management's portfolio in Q2 2026, its #23 holding.
  • Aspen Investment Management first reported a position in Eli Lilly in Q2 2020 and has held it in 16 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.