Beacon Financial Strategies’s Eli Lilly LLY Stock Holding History

Beacon Financial Strategies’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	$961K	Hold	801	–	–	0.48%	12
2026 Q1	$737K	Hold	801	–	–	0.42%	12
2025 Q4	$861K	Sell	801 -9	-1%	-$8.61K	0.48%	12
2025 Q3	$618K	Hold	810	–	–	0.36%	15
2025 Q2	$631K	Sell	810 -40	-5%	-$31.1K	0.4%	13
2025 Q1	$702K	Hold	850	–	–	0.47%	12
2024 Q4	$656K	Sell	850 -28	-3%	-$23.2K	0.44%	12
2024 Q3	$778K	Hold	878	–	–	0.53%	12
2024 Q2	$795K	Sell	878 -66	-7%	-$52.8K	0.57%	12
2024 Q1	$735K	Sell	944 -29	-3%	-$20.6K	0.53%	12
2023 Q4	$567K	Sell	973 -9	-0.9%	-$5.25K	0.44%	13
2023 Q3	$528K	Hold	982	–	–	0.46%	13
2023 Q2	$461K	Hold	982	–	–	0.38%	21
2023 Q1	$337K	Hold	982	–	–	0.29%	25
2022 Q4	$359K	Sell	982 -61	-6%	-$21.6K	0.33%	25
2022 Q3	$337K	Hold	1,043	–	–	0.32%	22
2022 Q2	$338K	Hold	1,043	–	–	0.32%	25
2022 Q1	$299K	Hold	1,043	–	–	0.26%	28
2021 Q4	$288K	Hold	1,043	–	–	0.25%	29
2021 Q3	$241K	Sell	1,043 -20	-2%	-$4.94K	0.22%	29
2021 Q2	$244K	Buy	+1,063	New	+$214K	0.21%	29

Other funds holding LLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return