FFG Partners’s Eli Lilly LLY Stock Holding History

FFG Partners’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	$11.8M	Buy	9,869 +5,978	+154%	+$6.11M	3.36%	14
2026 Q1	$3.58M	Buy	+3,891	New	+$3.94M	1.42%	18
2025 Q3	–	Sell	-30,446	Closed	-$23.7M	–	40
2025 Q2	$23.7M	Buy	30,446 +9,590	+46%	+$7.45M	7.89%	3
2025 Q1	$17.2M	Buy	20,856 +783	+4%	+$652K	7.09%	6
2024 Q4	$15.5M	Buy	20,073 +3,022	+18%	+$2.5M	5.43%	7
2024 Q3	$15.1M	Buy	17,051 +5,020	+42%	+$4.51M	5.23%	7
2024 Q2	$10.9M	Sell	12,031 -86	-0.7%	-$68.8K	4.29%	11
2024 Q1	$9.43M	Buy	12,117 +69	+0.6%	+$49.1K	3.91%	11
2023 Q4	$7.02M	Buy	+12,048	New	+$7.03M	3.75%	12

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

FFG Partners's LLY Position: Q2 2026 in Review

FFG Partners increased its Eli Lilly (LLY) stake by 154% in Q2 2026, buying an estimated $6.11M and bringing the position to 9,869 shares worth $11.8M. The position accounts for 3.36% of the portfolio, ranked #14.

FFG Partners first reported a position in LLY in Q4 2023 and has held it in 9 quarters since. The position peaked at $23.7M in Q2 2025. 1,746 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

FFG Partners held 9,869 shares of Eli Lilly worth $11.8M as of Q2 2026.
FFG Partners bought 5,978 Eli Lilly shares in Q2 2026, an estimated $6.11M.
Eli Lilly made up 3.36% of FFG Partners's portfolio in Q2 2026, its #14 holding.
FFG Partners first reported a position in Eli Lilly in Q4 2023 and has held it in 9 quarters since.
FFG Partners's Eli Lilly position peaked at $23.7M in Q2 2025.
1,746 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on FFG Partners's 13F filing for Q2 2026, filed 9 Jul 2026.