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Comprehensive Financial Consultants Institutional’s Eli Lilly LLY Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$8.4M Buy
7,006
+353
+5% +$361K 2.22% 3
2026
Q1 		$6.12M Buy
6,653
+1,979
+42% +$2.01M 1.82% 6
2025
Q4 		$5.02M Sell
4,674
-50
-1% -$47.8K 1.52% 12
2025
Q3 		$3.6M Sell
4,724
-244
-5% -$182K 1.12% 26
2025
Q2 		$3.87M Sell
4,968
-30
-0.6% -$23.3K 1.27% 23
2025
Q1 		$4.13M Buy
4,998
+347
+7% +$289K 1.47% 18
2024
Q4 		$3.59M Buy
4,651
+117
+3% +$96.9K 1.31% 24
2024
Q3 		$4.02M Sell
4,534
-3
-0.1% -$2.7K 1.47% 20
2024
Q2 		$4.11M Buy
4,537
+404
+10% +$323K 1.61% 12
2024
Q1 		$3.22M Sell
4,133
-32
-0.8% -$22.8K 1.33% 23
2023
Q4 		$2.43M Sell
4,165
-33
-0.8% -$19.3K 1.13% 28
2023
Q3 		$2.25M Sell
4,198
-21
-0.5% -$10.8K 1.18% 27
2023
Q2 		$1.89M Sell
4,219
-280
-6% -$117K 1% 34
2023
Q1 		$1.55M Sell
4,499
-20
-0.4% -$6.75K 0.87% 33
2022
Q4 		$1.62M Sell
4,519
-53
-1% -$18.8K 0.98% 33
2022
Q3 		$1.52M Buy
4,572
+816
+22% +$259K 1% 31
2022
Q2 		$1.22M Sell
3,756
-1
-0% -$300 0.86% 37
2022
Q1 		$1.11M Buy
3,757
+10
+0.3% +$2.57K 0.78% 42
2021
Q4 		$939K Buy
+3,747
New +$950K 0.6% 60

Other funds holding LLY

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
Handelsbanken Fonder
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)
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
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

Comprehensive Financial Consultants Institutional's LLY Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Eli Lilly (LLY) stake by 5.3% in Q2 2026, buying an estimated $361K and bringing the position to 7,006 shares worth $8.4M. The position accounts for 2.22% of the portfolio, ranked #3.

Comprehensive Financial Consultants Institutional first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 7,006 shares of Eli Lilly worth $8.4M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 353 Eli Lilly shares in Q2 2026, an estimated $361K.
  • Eli Lilly made up 2.22% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #3 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.