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Financial Enhancement Group’s Eli Lilly LLY Stock Holding History

Financial Enhancement 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 		$4.98M Buy
4,150
+19
+0.5% +$19.4K 0.59% 50
2026
Q1 		$3.83M Sell
4,131
-1
-0% -$1.01K 0.47% 55
2025
Q4 		$4.46M Buy
4,132
+1,860
+82% +$1.78M 0.58% 49
2025
Q3 		$1.92M Buy
2,272
+82
+4% +$61K 0.26% 71
2025
Q2 		$1.74M Sell
2,190
-12
-0.5% -$9.32K 0.25% 73
2025
Q1 		$1.82M Buy
2,202
+74
+3% +$61.6K 0.28% 66
2024
Q4 		$1.7M Buy
2,128
+266
+14% +$220K 0.26% 65
2024
Q3 		$813K Sell
1,862
-447
-19% -$402K 0.16% 85
2024
Q2 		$1.92M Buy
2,309
+438
+23% +$350K 0.31% 60
2024
Q1 		$1.41M Buy
1,871
+9
+0.5% +$6.41K 0.23% 73
2023
Q4 		$1.17M Hold
1,862
– – 0.21% 70
2023
Q3 		$1.15M Hold
1,862
– – 0.22% 72
2023
Q2 		$846K Hold
1,862
– – 0.16% 82
2023
Q1 		$813K Buy
1,862
+36
+2% +$12.1K 0.16% 85
2022
Q4 		$622K Sell
1,826
-125
-6% -$44.3K 0.12% 92
2022
Q3 		$631K Hold
1,951
– – 0.15% 75
2022
Q2 		$633K Hold
1,951
– – 0.14% 71
2022
Q1 		$559K Sell
1,951
-420
-18% -$108K 0.1% 76
2021
Q4 		$655K Buy
2,371
+54
+2% +$13.7K 0.12% 73
2021
Q3 		$535K Sell
2,317
-97
-4% -$23.9K 0.1% 72
2021
Q2 		$554K Hold
2,414
– – 0.11% 66
2021
Q1 		$451K Buy
2,414
+179
+8% +$35K 0.09% 70
2020
Q4 		$377K Buy
2,235
+365
+20% +$54.5K 0.08% 84
2020
Q3 		$277K Buy
1,870
+35
+2% +$5.42K 0.06% 84
2020
Q2 		$301K Buy
1,835
+370
+25% +$56.8K 0.08% 84
2020
Q1 		$203K Hold
1,465
– – 0.06% 89
2019
Q4 		$193K Hold
1,465
– – 0.05% 80
2019
Q3 		$164K Buy
1,465
+125
+9% +$13.9K 0.04% 80
2019
Q2 		$148K Hold
1,340
– – 0.04% 94
2019
Q1 		$174K Hold
1,340
– – 0.05% 92
2018
Q4 		$144K Hold
1,340
– – 0.05% 94
2018
Q3 		$144K Hold
1,340
– – 0.05% 94
2018
Q2 		$114K Sell
1,340
-213
-14% -$17.5K 0.04% 95
2018
Q1 		$120K Buy
+1,553
New +$125K 0.04% 98

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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

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

Financial Enhancement Group increased its Eli Lilly (LLY) stake by 0.46% in Q2 2026, buying an estimated $19.4K and bringing the position to 4,150 shares worth $4.98M. The position accounts for 0.59% of the portfolio, ranked #50.

Financial Enhancement Group first reported a position in LLY in Q1 2018 and has held it in 34 quarters since. 1,720 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Financial Enhancement Group held 4,150 shares of Eli Lilly worth $4.98M as of Q2 2026.
  • Financial Enhancement Group bought 19 Eli Lilly shares in Q2 2026, an estimated $19.4K.
  • Eli Lilly made up 0.59% of Financial Enhancement Group's portfolio in Q2 2026, its #50 holding.
  • Financial Enhancement Group first reported a position in Eli Lilly in Q1 2018 and has held it in 34 quarters since.
  • 1,720 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.