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Atala Financial’s Eli Lilly LLY Stock Holding History

Atala 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 		$644K Buy
537
+4
+0.8% +$4.09K 0.39% 63
2026
Q1 		$498K Buy
533
+9
+2% +$9.12K 0.33% 69
2025
Q4 		$563K Hold
524
– – 0.36% 61
2025
Q3 		$400K Sell
524
-221
-30% -$164K 0.25% 76
2025
Q2 		$581K Hold
745
– – 0.4% 59
2025
Q1 		$615K Hold
745
– – 0.45% 56
2024
Q4 		$575K Buy
+745
New +$617K 0.4% 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
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

Atala Financial's LLY Position: Q2 2026 in Review

Atala Financial increased its Eli Lilly (LLY) stake by 0.75% in Q2 2026, buying an estimated $4.09K and bringing the position to 537 shares worth $644K. The position accounts for 0.39% of the portfolio, ranked #63.

Atala Financial first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Atala Financial held 537 shares of Eli Lilly worth $644K as of Q2 2026.
  • Atala Financial bought 4 Eli Lilly shares in Q2 2026, an estimated $4.09K.
  • Eli Lilly made up 0.39% of Atala Financial's portfolio in Q2 2026, its #63 holding.
  • Atala Financial first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.