Ehrlich Financial Group’s Eli Lilly LLY Stock Holding History

Ehrlich Financial Group’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	$283K	Buy	236 +5	+2%	+$5.11K	0.15%	97
2026 Q1	$212K	Sell	231 -8	-3%	-$8.11K	0.12%	110
2025 Q4	$257K	Buy	+239	New	+$229K	0.15%	95
2025 Q2	–	Sell	-245	Closed	-$202K	–	116
2025 Q1	$202K	Buy	+245	New	+$204K	0.15%	99
2024 Q4	–	Sell	-245	Closed	-$217K	–	116
2024 Q3	$217K	Buy	245 +9	+4%	+$8.09K	0.15%	103
2024 Q2	$214K	Sell	236 -40	-14%	-$32K	0.17%	98
2024 Q1	$215K	Buy	+276	New	+$196K	0.18%	93

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

Ehrlich Financial Group's LLY Position: Q2 2026 in Review

Ehrlich Financial Group increased its Eli Lilly (LLY) stake by 2.2% in Q2 2026, buying an estimated $5.11K and bringing the position to 236 shares worth $283K. The position accounts for 0.15% of the portfolio, ranked #97.

Ehrlich Financial Group first reported a position in LLY in Q1 2024 and has held it in 7 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Ehrlich Financial Group held 236 shares of Eli Lilly worth $283K as of Q2 2026.
Ehrlich Financial Group bought 5 Eli Lilly shares in Q2 2026, an estimated $5.11K.
Eli Lilly made up 0.15% of Ehrlich Financial Group's portfolio in Q2 2026, its #97 holding.
Ehrlich Financial Group first reported a position in Eli Lilly in Q1 2024 and has held it in 7 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.