Burney Company’s Eli Lilly LLY Stock Holding History

Burney Company’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	$29.3M	Sell	24,397 -361	-1%	-$369K	0.79%	17
2026 Q1	$22.8M	Sell	24,758 -3,302	-12%	-$3.35M	0.71%	22
2025 Q4	$30.2M	Sell	28,060 -9	-0%	-$8.61K	0.94%	17
2025 Q3	$21.4M	Sell	28,069 -546	-2%	-$406K	0.68%	32
2025 Q2	$22.3M	Sell	28,615 -1,533	-5%	-$1.19M	0.76%	32
2025 Q1	$24.9M	Sell	30,148 -1,547	-5%	-$1.29M	0.91%	24
2024 Q4	$24.5M	Sell	31,695 -1,375	-4%	-$1.14M	0.86%	22
2024 Q3	$29.3M	Sell	33,070 -1,395	-4%	-$1.25M	1.04%	16
2024 Q2	$31.2M	Sell	34,465 -2,151	-6%	-$1.72M	1.19%	11
2024 Q1	$28.5M	Sell	36,616 -518	-1%	-$369K	1.09%	16
2023 Q4	$21.6M	Sell	37,134 -657	-2%	-$383K	0.91%	17
2023 Q3	$20.3M	Sell	37,791 -616	-2%	-$317K	0.95%	14
2023 Q2	$18M	Sell	38,407 -810	-2%	-$340K	0.83%	16
2023 Q1	$13.5M	Sell	39,217 -1,791	-4%	-$604K	0.66%	26
2022 Q4	$15M	Sell	41,008 -4,510	-10%	-$1.6M	0.76%	25
2022 Q3	$14.7M	Sell	45,518 -2,643	-5%	-$837K	0.81%	22
2022 Q2	$15.6M	Sell	48,161 -1,469	-3%	-$441K	0.82%	21
2022 Q1	$14.2M	Sell	49,630 -137	-0.3%	-$35.3K	0.65%	31
2021 Q4	$13.7M	Sell	49,767 -321	-0.6%	-$81.4K	0.59%	43
2021 Q3	$11.6M	Sell	50,088 -533	-1%	-$132K	0.54%	51
2021 Q2	$11.6M	Sell	50,621 -10,271	-17%	-$2.06M	0.54%	48
2021 Q1	$11.4M	Sell	60,892 -5,539	-8%	-$1.08M	0.56%	49
2020 Q4	$11.2M	Sell	66,431 -3,909	-6%	-$584K	0.62%	38
2020 Q3	$10.4M	Sell	70,340 -2,894	-4%	-$448K	0.65%	36
2020 Q2	$12M	Sell	73,234 -28,589	-28%	-$4.39M	0.78%	27
2020 Q1	$14.1M	Sell	101,823 -6,064	-6%	-$833K	1.09%	16
2019 Q4	$14.2M	Buy	107,887 +853	+0.8%	+$98.9K	0.78%	24
2019 Q3	$12M	Sell	107,034 -5,728	-5%	-$638K	0.72%	32
2019 Q2	$12.5M	Sell	112,762 -6,246	-5%	-$736K	0.76%	28
2019 Q1	$15.4M	Sell	119,008 -4,196	-3%	-$510K	0.96%	19
2018 Q4	$14.3M	Buy	123,204 +2,260	+2%	+$252K	1%	18
2018 Q3	$13M	Sell	120,944 -22,496	-16%	-$2.25M	0.77%	31
2018 Q2	$12.2M	Buy	143,440 +19,175	+15%	+$1.57M	0.72%	35
2018 Q1	$9.61M	Sell	124,265 -24,074	-16%	-$1.94M	0.6%	51
2017 Q4	$12.5M	Buy	148,339 +14,565	+11%	+$1.24M	0.71%	39
2017 Q3	$11.4M	Sell	133,774 -2,486	-2%	-$204K	0.74%	40
2017 Q2	$11.3M	Sell	136,260 -4,726	-3%	-$386K	0.74%	45
2017 Q1	$11.9M	Sell	140,986 -238	-0.2%	-$19.1K	0.78%	41
2016 Q4	$10.4M	Sell	141,224 -3,084	-2%	-$230K	0.71%	46
2016 Q3	$11.6M	Buy	144,308 +1,254	+0.9%	+$100K	0.82%	37
2016 Q2	$11.3M	Sell	143,054 -2,496	-2%	-$188K	0.81%	38
2016 Q1	$10.5M	Sell	145,550 -6,470	-4%	-$490K	0.76%	40
2015 Q4	$13M	Buy	152,020 +223	+0.1%	+$18.5K	0.96%	31
2015 Q3	$12.7M	Sell	151,797 -6,031	-4%	-$509K	0.98%	28
2015 Q2	$13.2M	Buy	157,828 +1,300	+0.8%	+$99.1K	0.9%	32
2015 Q1	$11.4M	Buy	156,528 +15,070	+11%	+$1.07M	0.78%	40
2014 Q4	$9.76M	Buy	141,458 +765	+0.5%	+$51.6K	0.77%	45
2014 Q3	$9.12M	Buy	140,693 +11,874	+9%	+$752K	0.78%	40
2014 Q2	$8.01M	Buy	128,819 +6,804	+6%	+$406K	0.69%	49
2014 Q1	$7.18M	Buy	122,015 +1,050	+0.9%	+$58.6K	0.65%	51
2013 Q4	$6.17M	Sell	120,965 -14,810	-11%	-$742K	0.6%	56
2013 Q3	$6.83M	Buy	135,775 +2,232	+2%	+$117K	0.76%	40
2013 Q2	$6.56M	Buy	+133,543	New	+$7.27M	0.82%	35

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 Stockholm, Sweden $35.1B AUM 47.76% 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

CRM

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

VNIM

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

CNB

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

Burney Company's LLY Position: Q2 2026 in Review

Burney Company reduced its Eli Lilly (LLY) stake by 1.5% in Q2 2026, selling an estimated $369K and leaving 24,397 shares worth $29.3M. The position accounts for 0.79% of the portfolio, ranked #17.

Burney Company first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $31.2M in Q2 2024. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Burney Company held 24,397 shares of Eli Lilly worth $29.3M as of Q2 2026.
Burney Company sold 361 Eli Lilly shares in Q2 2026, an estimated $369K.
Eli Lilly made up 0.79% of Burney Company's portfolio in Q2 2026, its #17 holding.
Burney Company first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
Burney Company's Eli Lilly position peaked at $31.2M in Q2 2024.
841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.