Fiduciary Alliance’s Eli Lilly LLY Stock Holding History

Fiduciary Alliance’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	$14M	Buy	11,681 +874	+8%	+$893K	0.95%	17
2026 Q1	$9.78M	Buy	10,807 +536	+5%	+$543K	0.59%	45
2025 Q4	$11M	Sell	10,271 -300	-3%	-$287K	0.72%	29
2025 Q3	$8.07M	Buy	10,571 +318	+3%	+$237K	0.54%	42
2025 Q2	$7.99M	Buy	10,253 +2,954	+40%	+$2.3M	0.6%	40
2025 Q1	$6.03M	Buy	7,299 +1,112	+18%	+$925K	0.59%	42
2024 Q4	$4.78M	Buy	6,187 +2,460	+66%	+$2.04M	0.48%	58
2024 Q3	$3.3M	Buy	3,727 +3,004	+415%	+$2.7M	0.44%	59
2024 Q2	$656K	Buy	723 +416	+136%	+$333K	0.11%	108
2024 Q1	$234K	Buy	+307	New	+$218K	0.04%	171
2023 Q3	–	Sell	-278	Closed	-$130K	–	611
2023 Q2	$130K	Buy	+278	New	+$117K	0.03%	183
2023 Q1	–	Sell	-266	Closed	-$97.3K	–	543
2022 Q4	$97.3K	Buy	+266	New	+$94.3K	0.03%	167

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

Fiduciary Alliance's LLY Position: Q2 2026 in Review

Fiduciary Alliance increased its Eli Lilly (LLY) stake by 8.1% in Q2 2026, buying an estimated $893K and bringing the position to 11,681 shares worth $14M. The position accounts for 0.95% of the portfolio, ranked #17.

Fiduciary Alliance first reported a position in LLY in Q4 2022 and has held it in 12 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Fiduciary Alliance held 11,681 shares of Eli Lilly worth $14M as of Q2 2026.
Fiduciary Alliance bought 874 Eli Lilly shares in Q2 2026, an estimated $893K.
Eli Lilly made up 0.95% of Fiduciary Alliance's portfolio in Q2 2026, its #17 holding.
Fiduciary Alliance first reported a position in Eli Lilly in Q4 2022 and has held it in 12 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.