Burkett Financial Services’s Eli Lilly LLY Stock Holding History

Burkett Financial Services’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	$237K	Sell	197 -20	-9%	-$20.4K	0.07%	47
2026 Q1	$200K	Sell	217 -15	-6%	-$15.2K	0.07%	49
2025 Q4	$250K	Sell	232 -15	-6%	-$14.3K	0.09%	45
2025 Q3	$188K	Sell	247 -109	-31%	-$81.1K	0.06%	54
2025 Q2	$278K	Sell	356 -2	-0.6%	-$1.55K	0.1%	44
2025 Q1	$296K	Buy	358 +1	+0.3%	+$832	0.12%	40
2024 Q4	$276K	Sell	357 -11	-3%	-$9.11K	0.11%	42
2024 Q3	$326K	Buy	368 +1	+0.3%	+$899	0.13%	39
2024 Q2	$333K	Sell	367 -39	-10%	-$31.2K	0.17%	36
2024 Q1	$316K	Buy	406 +16	+4%	+$11.4K	0.16%	37
2023 Q4	$227K	Buy	+390	New	+$228K	0.13%	40

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

Burkett Financial Services's LLY Position: Q2 2026 in Review

Burkett Financial Services reduced its Eli Lilly (LLY) stake by 9.2% in Q2 2026, selling an estimated $20.4K and leaving 197 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #47.

Burkett Financial Services first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $333K in Q2 2024. 1,393 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Burkett Financial Services held 197 shares of Eli Lilly worth $237K as of Q2 2026.
Burkett Financial Services sold 20 Eli Lilly shares in Q2 2026, an estimated $20.4K.
Eli Lilly made up 0.07% of Burkett Financial Services's portfolio in Q2 2026, its #47 holding.
Burkett Financial Services first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Eli Lilly position peaked at $333K in Q2 2024.
1,393 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.