B.O.S.S. Retirement Advisors’s Eli Lilly LLY Stock Holding History

B.O.S.S. Retirement 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	$415K	Buy	346 +30	+9%	+$30.7K	0.11%	106
2026 Q1	$291K	Sell	316 -24	-7%	-$24.3K	0.09%	135
2025 Q4	$366K	Sell	340 -376	-53%	-$360K	0.12%	114
2025 Q3	$546K	Sell	716 -50	-7%	-$37.2K	0.13%	117
2025 Q2	$597K	Buy	766 +105	+16%	+$81.6K	0.15%	111
2025 Q1	$546K	Buy	661 +140	+27%	+$116K	0.16%	99
2024 Q4	$402K	Sell	521 -6,096	-92%	-$5.05M	0.11%	121
2024 Q3	$5.86M	Buy	6,617 +853	+15%	+$767K	1.18%	21
2024 Q2	$5.22M	Buy	5,764 +391	+7%	+$313K	1.33%	15
2024 Q1	$3.13M	Sell	5,373 -204	-4%	-$145K	1.2%	21
2023 Q4	$3.25M	Buy	5,577 +1,243	+29%	+$726K	0.63%	37
2023 Q3	$2.33M	Buy	4,334 +93	+2%	+$47.9K	0.5%	54
2023 Q2	$1.99M	Buy	4,241 +3,657	+626%	+$1.53M	0.42%	75
2023 Q1	$201K	Buy	+584	New	+$197K	0.05%	226

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

B.O.S.S. Retirement Advisors's LLY Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its Eli Lilly (LLY) stake by 9.5% in Q2 2026, buying an estimated $30.7K and bringing the position to 346 shares worth $415K. The position accounts for 0.11% of the portfolio, ranked #106.

B.O.S.S. Retirement Advisors first reported a position in LLY in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.86M in Q3 2024. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

B.O.S.S. Retirement Advisors held 346 shares of Eli Lilly worth $415K as of Q2 2026.
B.O.S.S. Retirement Advisors bought 30 Eli Lilly shares in Q2 2026, an estimated $30.7K.
Eli Lilly made up 0.11% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #106 holding.
B.O.S.S. Retirement Advisors first reported a position in Eli Lilly in Q1 2023 and has held it in 14 quarters since.
B.O.S.S. Retirement Advisors's Eli Lilly position peaked at $5.86M in Q3 2024.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.