AMIM
LLY icon

Aull & Monroe Investment Management’s Eli Lilly LLY Stock Holding History

Aull & Monroe 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 		$11.2M Sell
9,329
-27
-0.3% -$27.6K 4.68% 2
2026
Q1 		$8.61M Sell
9,356
-212
-2% -$215K 4% 2
2025
Q4 		$10.3M Sell
9,568
-129
-1% -$123K 5.15% 1
2025
Q3 		$7.4M Sell
9,697
-10
-0.1% -$7.44K 3.78% 2
2025
Q2 		$7.57M Sell
9,707
-360
-4% -$280K 4.06% 1
2025
Q1 		$8.31M Buy
10,067
+75
+0.8% +$62.4K 4.14% 1
2024
Q4 		$7.71M Sell
9,992
-200
-2% -$166K 3.93% 2
2024
Q3 		$9.03M Hold
10,192
– – 4.19% 1
2024
Q2 		$9.23M Sell
10,192
-190
-2% -$152K 4.52% 1
2024
Q1 		$8.08M Sell
10,382
-400
-4% -$285K 3.69% 2
2023
Q4 		$6.29M Sell
10,782
-151
-1% -$88.1K 3.1% 3
2023
Q3 		$5.87M Sell
10,933
-150
-1% -$77.3K 3.06% 4
2023
Q2 		$5.2M Sell
11,083
-10
-0.1% -$4.19K 2.62% 7
2023
Q1 		$3.81M Hold
11,093
– – 1.94% 15
2022
Q4 		$4.06M Sell
11,093
-724
-6% -$257K 2.02% 13
2022
Q3 		$3.82M Sell
11,817
-250
-2% -$79.2K 2.09% 14
2022
Q2 		$3.91M Hold
12,067
– – 1.98% 14
2022
Q1 		$3.46M Hold
12,067
– – 1.56% 21
2021
Q4 		$3.33M Sell
12,067
-210
-2% -$53.2K 1.49% 20
2021
Q3 		$2.84M Sell
12,277
-47
-0.4% -$11.6K 1.4% 26
2021
Q2 		$2.83M Sell
12,324
-300
-2% -$60.3K 1.34% 26
2021
Q1 		$2.36M Sell
12,624
-200
-2% -$39.1K 1.15% 33
2020
Q4 		$2.17M Sell
12,824
-167
-1% -$24.9K 1.15% 32
2020
Q3 		$1.92M Hold
12,991
– – 1.13% 28
2020
Q2 		$2.13M Sell
12,991
-1,666
-11% -$256K 1.32% 24
2020
Q1 		$2.03M Hold
14,657
– – 1.36% 23
2019
Q4 		$1.93M Hold
14,657
– – 0.98% 38
2019
Q3 		$1.64M Hold
14,657
– – 0.87% 40
2019
Q2 		$1.62M Sell
14,657
-50
-0.3% -$5.89K 0.86% 43
2019
Q1 		$1.91M Sell
14,707
-1,206
-8% -$147K 1.02% 35
2018
Q4 		$1.84M Sell
15,913
-1,060
-6% -$118K 1.05% 34
2018
Q3 		$1.82M Sell
16,973
-250
-1% -$25K 0.88% 42
2018
Q2 		$1.47M Buy
17,223
+100
+0.6% +$8.21K 0.75% 45
2018
Q1 		$1.32M Hold
17,123
– – 0.69% 50
2017
Q4 		$1.45M Sell
17,123
-500
-3% -$42.5K 0.73% 47
2017
Q3 		$1.51M Sell
17,623
-300
-2% -$24.6K 0.78% 47
2017
Q2 		$1.48M Hold
17,923
– – 0.79% 47
2017
Q1 		$1.51M Sell
17,923
-100
-0.6% -$8.01K 0.81% 45
2016
Q4 		$1.32M Sell
18,023
-400
-2% -$29.8K 0.74% 48
2016
Q3 		$1.48M Sell
18,423
-750
-4% -$60K 0.85% 41
2016
Q2 		$1.51M Sell
19,173
-305
-2% -$23K 0.87% 40
2016
Q1 		$1.4M Sell
19,478
-394
-2% -$29.8K 0.84% 39
2015
Q4 		$1.68M Sell
19,872
-300
-1% -$24.9K 1.04% 34
2015
Q3 		$1.69M Sell
20,172
-466
-2% -$39.3K 1.09% 32
2015
Q2 		$1.74M Sell
20,638
-1,130
-5% -$86.1K 1.02% 35
2015
Q1 		$1.58M Sell
21,768
-350
-2% -$24.9K 0.89% 40
2014
Q4 		$1.52M Sell
22,118
-1,050
-5% -$70.9K 0.83% 44
2014
Q3 		$1.5M Sell
23,168
-102
-0.4% -$6.46K 0.8% 47
2014
Q2 		$1.45M Buy
23,270
+550
+2% +$32.8K 0.77% 49
2014
Q1 		$1.34M Buy
22,720
+500
+2% +$27.9K 0.76% 50
2013
Q4 		$1.13M Buy
22,220
+2,200
+11% +$110K 0.66% 55
2013
Q3 		$1.01M Hold
20,020
– – 0.65% 54
2013
Q2 		$983K Buy
+20,020
New +$1.09M 0.66% 54

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

Aull & Monroe Investment Management's LLY Position: Q2 2026 in Review

Aull & Monroe Investment Management reduced its Eli Lilly (LLY) stake by 0.29% in Q2 2026, selling an estimated $27.6K and leaving 9,329 shares worth $11.2M. The position accounts for 4.68% of the portfolio, ranked #2.

Aull & Monroe Investment Management first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. 1,393 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Aull & Monroe Investment Management held 9,329 shares of Eli Lilly worth $11.2M as of Q2 2026.
  • Aull & Monroe Investment Management sold 27 Eli Lilly shares in Q2 2026, an estimated $27.6K.
  • Eli Lilly made up 4.68% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #2 holding.
  • Aull & Monroe Investment Management first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.