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Barry Investment Advisors’s Eli Lilly LLY Stock Holding History

Barry 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 		$250K Buy
+209
New +$214K 0.05% 86
2026
Q1 		– Sell
-303
Closed -$325K – 105
2025
Q4 		$325K Buy
+303
New +$290K 0.07% 70

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

Barry Investment Advisors's LLY Position: Q2 2026 in Review

Barry Investment Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 209 shares worth $250K. The stake represents 0.05% of the portfolio and ranks #86 among its holdings. This is a return to the name: Barry Investment Advisors previously reported a position in LLY as recently as Q4 2025.

Barry Investment Advisors first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $325K in Q4 2025. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Barry Investment Advisors held 209 shares of Eli Lilly worth $250K as of Q2 2026.
  • Eli Lilly was a new Barry Investment Advisors position in Q2 2026.
  • Eli Lilly made up 0.05% of Barry Investment Advisors's portfolio in Q2 2026, its #86 holding.
  • Barry Investment Advisors first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
  • Barry Investment Advisors's Eli Lilly position peaked at $325K in Q4 2025.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.