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ERn Financial LLC’s Eli Lilly LLY Stock Holding History

ERn Financial LLC’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 		$867K Buy
723
+125
+21% +$128K 0.14% 89
2026
Q1 		$550K Sell
598
-10
-2% -$10.1K 0.1% 99
2025
Q4 		$653K Sell
608
-4
-0.7% -$3.83K 0.12% 92
2025
Q3 		$467K Sell
612
-80
-12% -$59.5K 0.09% 104
2025
Q2 		$539K Sell
692
-821
-54% -$638K 0.11% 95
2025
Q1 		$1.25M Sell
1,513
-13
-0.9% -$10.8K 0.2% 81
2024
Q4 		$1.18M Buy
1,526
+27
+2% +$22.4K 0.18% 88
2024
Q3 		$1.33M Buy
1,499
+32
+2% +$28.8K 0.2% 79
2024
Q2 		$1.33M Buy
1,467
+53
+4% +$42.4K 0.22% 76
2024
Q1 		$1.1M Buy
1,414
+50
+4% +$35.6K 0.19% 87
2023
Q4 		$850K Buy
1,364
+495
+57% +$289K 0.16% 96
2023
Q3 		$467K Sell
869
-14
-2% -$7.21K 0.1% 126
2023
Q2 		$414K Sell
883
-72
-8% -$30.2K 0.09% 133
2023
Q1 		$328K Buy
955
+59
+7% +$19.9K 0.07% 141
2022
Q4 		$328K Buy
896
+65
+8% +$23K 0.07% 144
2022
Q3 		$269K Buy
831
+38
+5% +$12K 0.07% 143
2022
Q2 		$257K Sell
793
-4
-0.5% -$1.2K 0.06% 145
2022
Q1 		$228K Buy
+797
New +$205K 0.05% 157

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

ERn Financial LLC's LLY Position: Q2 2026 in Review

ERn Financial LLC increased its Eli Lilly (LLY) stake by 21% in Q2 2026, buying an estimated $128K and bringing the position to 723 shares worth $867K. The position accounts for 0.14% of the portfolio, ranked #89.

ERn Financial LLC first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.33M in Q2 2024. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • ERn Financial LLC held 723 shares of Eli Lilly worth $867K as of Q2 2026.
  • ERn Financial LLC bought 125 Eli Lilly shares in Q2 2026, an estimated $128K.
  • Eli Lilly made up 0.14% of ERn Financial LLC's portfolio in Q2 2026, its #89 holding.
  • ERn Financial LLC first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
  • ERn Financial LLC's Eli Lilly position peaked at $1.33M in Q2 2024.
  • 2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.