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Crumly & Associates’s Eli Lilly LLY Stock Holding History

Crumly & Associates’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 		$951K Buy
793
+8
+1% +$8.17K 0.18% 79
2026
Q1 		$722K Buy
785
+8
+1% +$8.11K 0.15% 89
2025
Q4 		$835K Sell
777
-8
-1% -$7.65K 0.18% 78
2025
Q3 		$599K Buy
785
+186
+31% +$138K 0.13% 96
2025
Q2 		$467K Sell
599
-380
-39% -$295K 0.11% 104
2025
Q1 		$809K Buy
979
+523
+115% +$435K 0.22% 66
2024
Q4 		$352K Hold
456
– – 0.1% 111
2024
Q3 		$404K Sell
456
-224
-33% -$201K 0.11% 111
2024
Q2 		$616K Sell
680
-177
-21% -$142K 0.18% 78
2024
Q1 		$667K Buy
+857
New +$610K 0.18% 74
2021
Q4 		– Sell
-1,101
Closed -$254K – 112
2021
Q3 		$254K Buy
1,101
+4
+0.4% +$987 0.12% 94
2021
Q2 		$252K Buy
1,097
+4
+0.4% +$803 0.12% 92
2021
Q1 		$204K Buy
1,093
+4
+0.4% +$782 0.12% 92
2020
Q4 		$224K Buy
+1,089
New +$163K 0.16% 74

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Crumly & Associates's LLY Position: Q2 2026 in Review

Crumly & Associates increased its Eli Lilly (LLY) stake by 1% in Q2 2026, buying an estimated $8.17K and bringing the position to 793 shares worth $951K. The position accounts for 0.18% of the portfolio, ranked #79.

Crumly & Associates first reported a position in LLY in Q4 2020 and has held it in 14 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Crumly & Associates held 793 shares of Eli Lilly worth $951K as of Q2 2026.
  • Crumly & Associates bought 8 Eli Lilly shares in Q2 2026, an estimated $8.17K.
  • Eli Lilly made up 0.18% of Crumly & Associates's portfolio in Q2 2026, its #79 holding.
  • Crumly & Associates first reported a position in Eli Lilly in Q4 2020 and has held it in 14 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.