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Fingerlakes Wealth Management’s Eli Lilly LLY Stock Holding History

Fingerlakes Wealth Management’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 		$1.27M Buy
1,059
+11
+1% +$11.2K 0.68% 37
2026
Q1 		$964K Buy
1,048
+16
+2% +$16.2K 0.64% 40
2025
Q4 		$1.11M Sell
1,032
-2
-0.2% -$1.91K 0.71% 39
2025
Q3 		$789K Sell
1,034
-68
-6% -$50.6K 0.51% 44
2025
Q2 		$859K Sell
1,102
-17
-2% -$13.2K 0.64% 39
2025
Q1 		$925K Buy
1,119
+5
+0.4% +$4.16K 0.79% 36
2024
Q4 		$860K Sell
1,114
-5
-0.4% -$4.14K 0.69% 39
2024
Q3 		$991K Sell
1,119
-37
-3% -$33.3K 0.82% 37
2024
Q2 		$1.05M Sell
1,156
-3
-0.3% -$2.4K 0.94% 34
2024
Q1 		$902K Hold
1,159
– – 0.87% 35
2023
Q4 		$676K Buy
1,159
+2
+0.2% +$1.17K 0.73% 36
2023
Q3 		$621K Buy
1,157
+2
+0.2% +$1.03K 0.76% 35
2023
Q2 		$542K Buy
1,155
+2
+0.2% +$839 0.62% 46
2023
Q1 		$396K Buy
1,153
+2
+0.2% +$675 0.49% 58
2022
Q4 		$421K Buy
1,151
+3
+0.3% +$1.06K 0.58% 49
2022
Q3 		$371K Sell
1,148
-21
-2% -$6.65K 0.54% 56
2022
Q2 		$379K Sell
1,169
-32
-3% -$9.61K 0.52% 62
2022
Q1 		$344K Buy
1,201
+4
+0.3% +$1.03K 0.4% 66
2021
Q4 		$333K Buy
+1,197
New +$303K 0.37% 70

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

Fingerlakes Wealth Management's LLY Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its Eli Lilly (LLY) stake by 1% in Q2 2026, buying an estimated $11.2K and bringing the position to 1,059 shares worth $1.27M. The position accounts for 0.68% of the portfolio, ranked #37.

Fingerlakes Wealth Management first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Fingerlakes Wealth Management held 1,059 shares of Eli Lilly worth $1.27M as of Q2 2026.
  • Fingerlakes Wealth Management bought 11 Eli Lilly shares in Q2 2026, an estimated $11.2K.
  • Eli Lilly made up 0.68% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Fingerlakes Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.