Fiduciary Financial Group’s Eli Lilly LLY Stock Holding History

Fiduciary 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	$1.76M	Buy	1,469 +122	+9%	+$125K	0.2%	69
2026 Q1	$1.24M	Buy	1,347 +522	+63%	+$529K	0.16%	89
2025 Q4	$886K	Buy	825 +6	+0.7%	+$5.74K	0.13%	112
2025 Q3	$625K	Sell	819 -30	-4%	-$22.3K	0.1%	130
2025 Q2	$659K	Buy	849 +61	+8%	+$47.4K	0.12%	115
2025 Q1	$568K	Buy	788 +1	+0.1%	+$832	0.12%	112
2024 Q4	$630K	Buy	787 +371	+89%	+$307K	0.14%	100
2024 Q3	$380K	Sell	416 -7	-2%	-$6.29K	0.09%	154
2024 Q2	$398K	Buy	+423	New	+$338K	0.1%	129

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

Fiduciary Financial Group increased its Eli Lilly (LLY) stake by 9.1% in Q2 2026, buying an estimated $125K and bringing the position to 1,469 shares worth $1.76M. The position accounts for 0.2% of the portfolio, ranked #69.

Fiduciary Financial Group first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. 2,000 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Fiduciary Financial Group held 1,469 shares of Eli Lilly worth $1.76M as of Q2 2026.
Fiduciary Financial Group bought 122 Eli Lilly shares in Q2 2026, an estimated $125K.
Eli Lilly made up 0.2% of Fiduciary Financial Group's portfolio in Q2 2026, its #69 holding.
Fiduciary Financial Group first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
2,000 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.