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Beese Fulmer Investment Management’s Eli Lilly LLY Stock Holding History

Beese Fulmer 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 		$8.8M Buy
7,338
+1,291
+21% +$1.32M 0.51% 50
2026
Q1 		$5.56M Buy
6,047
+522
+9% +$529K 0.36% 60
2025
Q4 		$5.94M Buy
5,525
+661
+14% +$632K 0.39% 58
2025
Q3 		$3.71M Buy
4,864
+1,616
+50% +$1.2M 0.26% 74
2025
Q2 		$2.53M Buy
3,248
+1,099
+51% +$854K 0.19% 93
2025
Q1 		$1.77M Buy
2,149
+1,544
+255% +$1.28M 0.15% 92
2024
Q4 		$467K Sell
605
-4
-0.7% -$3.31K 0.04% 154
2024
Q3 		$540K Buy
609
+5
+0.8% +$4.5K 0.05% 148
2024
Q2 		$547K Buy
604
+20
+3% +$16K 0.05% 144
2024
Q1 		$454K Sell
584
-100
-15% -$71.2K 0.04% 149
2023
Q4 		$399K Buy
684
+5
+0.7% +$2.92K 0.04% 163
2023
Q3 		$365K Hold
679
– – 0.04% 165
2023
Q2 		$318K Buy
679
+1
+0.1% +$419 0.03% 173
2023
Q1 		$233K Hold
678
– – 0.03% 197
2022
Q4 		$248K Sell
678
-7
-1% -$2.48K 0.03% 192
2022
Q3 		$221K Buy
685
+7
+1% +$2.22K 0.03% 193
2022
Q2 		$220K Sell
678
-59
-8% -$17.7K 0.03% 206
2022
Q1 		$211K Sell
737
-100
-12% -$25.7K 0.02% 219
2021
Q4 		$231K Buy
+837
New +$212K 0.02% 217
2020
Q3 		– Sell
-462
Closed -$76K – 393
2020
Q2 		$76K Buy
+462
New +$70.9K 0.01% 274

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Beese Fulmer Investment Management's LLY Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Eli Lilly (LLY) stake by 21% in Q2 2026, buying an estimated $1.32M and bringing the position to 7,338 shares worth $8.8M. The position accounts for 0.51% of the portfolio, ranked #50.

Beese Fulmer Investment Management first reported a position in LLY in Q2 2020 and has held it in 20 quarters since. 2,000 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Beese Fulmer Investment Management held 7,338 shares of Eli Lilly worth $8.8M as of Q2 2026.
  • Beese Fulmer Investment Management bought 1,291 Eli Lilly shares in Q2 2026, an estimated $1.32M.
  • Eli Lilly made up 0.51% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #50 holding.
  • Beese Fulmer Investment Management first reported a position in Eli Lilly in Q2 2020 and has held it in 20 quarters since.
  • 2,000 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.