First Heartland Consultants’s Eli Lilly LLY Stock Holding History

First Heartland Consultants’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	$4.81M	Buy	4,010 +245	+7%	+$250K	0.31%	79
2026 Q1	$3.46M	Buy	3,765 +34	+0.9%	+$34.5K	0.27%	86
2025 Q4	$4.01M	Buy	3,731 +27	+0.7%	+$25.8K	0.3%	78
2025 Q3	$2.83M	Sell	3,704 -110	-3%	-$81.9K	0.23%	93
2025 Q2	$2.97M	Buy	3,814 +31	+0.8%	+$24.1K	0.26%	83
2025 Q1	$3.12M	Sell	3,783 -48	-1%	-$39.9K	0.32%	78
2024 Q4	$2.96M	Sell	3,831 -100	-3%	-$82.8K	0.3%	72
2024 Q3	$3.48M	Sell	3,931 -234	-6%	-$210K	0.37%	56
2024 Q2	$3.77K	Sell	4,165 -29	-0.7%	-$23.2K	0.26%	70
2024 Q1	$3.26M	Buy	4,194 +177	+4%	+$126K	0.34%	73
2023 Q4	$2.34M	Buy	4,017 +67	+2%	+$39.1K	0.28%	82
2023 Q3	$2.12M	Buy	3,950 +59	+2%	+$30.4K	0.27%	88
2023 Q2	$1.82M	Buy	3,891 +74	+2%	+$31K	0.24%	96
2023 Q1	$1.31M	Sell	3,817 -63	-2%	-$21.2K	0.2%	112
2022 Q4	$1.42M	Buy	3,880 +157	+4%	+$55.7K	0.23%	103
2022 Q3	$1.2K	Sell	3,723 -292	-7%	-$92.5K	0.1%	112
2022 Q2	$1.3M	Sell	4,015 -50	-1%	-$15K	0.2%	100
2022 Q1	$1.16M	Sell	4,065 -207	-5%	-$53.3K	0.18%	100
2021 Q4	$1.18K	Sell	4,272 -43	-1%	-$10.9K	0.05%	102
2021 Q3	$997K	Sell	4,315 -522	-11%	-$129K	0.15%	133
2021 Q2	$1.11M	Buy	4,837 +41	+0.9%	+$8.24K	0.17%	128
2021 Q1	$896K	Sell	4,796 -546	-10%	-$107K	0.14%	138
2020 Q4	$902K	Buy	5,342 +131	+3%	+$19.6K	0.15%	110
2020 Q3	$771K	Sell	5,211 -311	-6%	-$48.1K	0.15%	105
2020 Q2	$907K	Buy	5,522 +151	+3%	+$23.2K	0.18%	107
2020 Q1	$745K	Sell	5,371 -529	-9%	-$72.7K	0.19%	104
2019 Q4	$775K	Sell	5,900 -79	-1%	-$9.16K	0.15%	136
2019 Q3	$669K	Sell	5,979 -191	-3%	-$21.3K	0.14%	135
2019 Q2	$684K	Buy	6,170 +474	+8%	+$55.8K	0.16%	121
2019 Q1	$739K	Buy	5,696 +2,124	+59%	+$258K	0.21%	115
2018 Q4	$413K	Sell	3,572 -1,323	-27%	-$148K	0.15%	132
2018 Q3	$525K	Sell	4,895 -191	-4%	-$19.1K	0.16%	129
2018 Q2	$434K	Sell	5,086 -247	-5%	-$20.3K	0.15%	148
2018 Q1	$413K	Sell	5,333 -267	-5%	-$21.5K	0.12%	176
2017 Q4	$473K	Sell	5,600 -778	-12%	-$66.2K	0.14%	158
2017 Q3	$546K	Sell	6,378 -39	-0.6%	-$3.2K	0.13%	203
2017 Q2	$528K	Buy	6,417 +155	+2%	+$12.6K	0.14%	193
2017 Q1	$527K	Sell	6,262 -140	-2%	-$11.2K	0.15%	188
2016 Q4	$471K	Sell	6,402 -167	-3%	-$12.4K	0.14%	182
2016 Q3	$527K	Sell	6,569 -189	-3%	-$15.1K	0.15%	166
2016 Q2	$532	Sell	6,758 -11	-0.2%	-$828	0.06%	150
2016 Q1	$487K	Buy	6,769 +37	+0.5%	+$2.8K	0.19%	142
2015 Q4	$567K	Sell	6,732 -10	-0.1%	-$830	0.22%	123
2015 Q3	$564K	Buy	6,742 +72	+1%	+$6.08K	0.24%	119
2015 Q2	$557	Buy	6,670 +191	+3%	+$14.6K	0.15%	128
2015 Q1	$471K	Sell	6,479 -49	-0.8%	-$3.49K	0.18%	142
2014 Q4	$450K	Buy	6,528 +74	+1%	+$5K	0.19%	149
2014 Q3	$419K	Buy	6,454 +14	+0.2%	+$886	0.18%	153
2014 Q2	$400K	Buy	6,440 +302	+5%	+$18K	0.18%	142
2014 Q1	$361K	Sell	6,138 -133	-2%	-$7.42K	0.18%	141
2013 Q4	$320K	Sell	6,271 -1,252	-17%	-$62.7K	0.18%	135
2013 Q3	$381K	Sell	7,523 -3,414	-31%	-$179K	0.23%	131
2013 Q2	$537K	Buy	+10,937	New	+$595K	0.31%	87

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

First Heartland Consultants's LLY Position: Q2 2026 in Review

First Heartland Consultants increased its Eli Lilly (LLY) stake by 6.5% in Q2 2026, buying an estimated $250K and bringing the position to 4,010 shares worth $4.81M. The position accounts for 0.31% of the portfolio, ranked #79.

First Heartland Consultants first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

First Heartland Consultants held 4,010 shares of Eli Lilly worth $4.81M as of Q2 2026.
First Heartland Consultants bought 245 Eli Lilly shares in Q2 2026, an estimated $250K.
Eli Lilly made up 0.31% of First Heartland Consultants's portfolio in Q2 2026, its #79 holding.
First Heartland Consultants first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.