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Everhart Financial Group’s Eli Lilly LLY Stock Holding History

Everhart 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 		$9.58M Sell
7,990
-59
-0.7% -$60.3K 0.61% 24
2026
Q1 		$7.4M Buy
8,049
+475
+6% +$482K 0.63% 25
2025
Q4 		$8.14M Buy
7,574
+1,132
+18% +$1.08M 0.75% 19
2025
Q3 		$4.92M Sell
6,442
-74
-1% -$55.1K 0.49% 25
2025
Q2 		$5.08M Buy
6,516
+749
+13% +$582K 0.59% 26
2025
Q1 		$4.76M Buy
5,767
+792
+16% +$659K 0.65% 21
2024
Q4 		$3.84M Sell
4,975
-458
-8% -$379K 0.79% 24
2024
Q3 		$4.81M Buy
5,433
+672
+14% +$604K 1.07% 16
2024
Q2 		$4.31M Buy
4,761
+465
+11% +$372K 1.12% 17
2024
Q1 		$3.34M Buy
4,296
+429
+11% +$305K 0.97% 23
2023
Q4 		$2.25M Buy
3,867
+260
+7% +$152K 0.8% 30
2023
Q3 		$1.94M Buy
3,607
+240
+7% +$124K 0.82% 29
2023
Q2 		$1.58M Buy
3,367
+219
+7% +$91.8K 0.65% 32
2023
Q1 		$1.08M Buy
3,148
+150
+5% +$50.6K 0.49% 43
2022
Q4 		$1.1M Buy
2,998
+259
+9% +$91.8K 0.55% 39
2022
Q3 		$886K Buy
2,739
+275
+11% +$87.1K 0.49% 37
2022
Q2 		$799K Buy
2,464
+547
+29% +$164K 0.49% 41
2022
Q1 		$549K Buy
1,917
+657
+52% +$169K 0.32% 67
2021
Q4 		$348K Buy
+1,260
New +$319K 0.21% 86

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

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

Everhart Financial Group reduced its Eli Lilly (LLY) stake by 0.73% in Q2 2026, selling an estimated $60.3K and leaving 7,990 shares worth $9.58M. The position accounts for 0.61% of the portfolio, ranked #24.

Everhart Financial Group 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.

  • Everhart Financial Group held 7,990 shares of Eli Lilly worth $9.58M as of Q2 2026.
  • Everhart Financial Group sold 59 Eli Lilly shares in Q2 2026, an estimated $60.3K.
  • Eli Lilly made up 0.61% of Everhart Financial Group's portfolio in Q2 2026, its #24 holding.
  • Everhart Financial Group 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 Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.