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Financial Symmetry’s Eli Lilly LLY Stock Holding History

Financial Symmetry’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 		$410K Buy
342
+50
+17% +$51.1K 0.14% 42
2026
Q1 		$273K Sell
292
-28
-9% -$28.4K 0.1% 49
2025
Q4 		$344K Buy
+320
New +$306K 0.14% 41

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Financial Symmetry's LLY Position: Q2 2026 in Review

Financial Symmetry increased its Eli Lilly (LLY) stake by 17% in Q2 2026, buying an estimated $51.1K and bringing the position to 342 shares worth $410K. The position accounts for 0.14% of the portfolio, ranked #42.

Financial Symmetry first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 2,115 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Financial Symmetry held 342 shares of Eli Lilly worth $410K as of Q2 2026.
  • Financial Symmetry bought 50 Eli Lilly shares in Q2 2026, an estimated $51.1K.
  • Eli Lilly made up 0.14% of Financial Symmetry's portfolio in Q2 2026, its #42 holding.
  • Financial Symmetry first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.