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Fortem Financial Group’s Eli Lilly LLY Stock Holding History

Fortem 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 		$1.89M Buy
1,577
+22
+1% +$22.5K 0.39% 68
2026
Q1 		$1.43M Buy
1,555
+58
+4% +$58.8K 0.36% 68
2025
Q4 		$1.61M Sell
1,497
-41
-3% -$39.2K 0.43% 61
2025
Q3 		$1.17M Sell
1,538
-537
-26% -$400K 0.34% 70
2025
Q2 		$1.62M Buy
2,075
+55
+3% +$42.7K 0.52% 56
2025
Q1 		$1.67M Buy
2,020
+14
+0.7% +$11.6K 0.65% 41
2024
Q4 		$1.55M Sell
2,006
-32
-2% -$26.5K 0.6% 42
2024
Q3 		$1.81M Buy
2,038
+390
+24% +$351K 0.73% 36
2024
Q2 		$1.49M Sell
1,648
-67
-4% -$53.6K 0.64% 45
2024
Q1 		$1.33M Sell
1,715
-46
-3% -$32.7K 0.59% 58
2023
Q4 		$1.03M Buy
1,761
+100
+6% +$58.4K 0.51% 64
2023
Q3 		$892K Sell
1,661
-32
-2% -$16.5K 0.52% 60
2023
Q2 		$794K Sell
1,693
-91
-5% -$38.2K 0.47% 74
2023
Q1 		$613K Sell
1,784
-1,193
-40% -$402K 0.4% 87
2022
Q4 		$1.09M Sell
2,977
-30
-1% -$10.6K 0.64% 47
2022
Q3 		$972K Sell
3,007
-46
-2% -$14.6K 0.67% 51
2022
Q2 		$990K Sell
3,053
-14,929
-83% -$4.48M 0.65% 52
2022
Q1 		$5.15M Buy
17,982
+622
+4% +$160K 2.25% 3
2021
Q4 		$4.79M Buy
17,360
+433
+3% +$110K 2.19% 3
2021
Q3 		$3.91M Buy
16,927
+266
+2% +$65.7K 1.98% 5
2021
Q2 		$3.82M Buy
16,661
+1,228
+8% +$247K 1.94% 7
2021
Q1 		$2.88M Sell
15,433
-453
-3% -$88.6K 1.67% 11
2020
Q4 		$2.68M Buy
15,886
+307
+2% +$45.8K 1.61% 10
2020
Q3 		$2.31M Buy
15,579
+10,932
+235% +$1.69M 1.67% 12
2020
Q2 		$763K Sell
4,647
-222
-5% -$34.1K 0.59% 58
2020
Q1 		$675K Sell
4,869
-1,917
-28% -$263K 0.62% 62
2019
Q4 		$892K Buy
6,786
+1,449
+27% +$168K 0.66% 59
2019
Q3 		$597K Buy
5,337
+3,321
+165% +$370K 0.51% 75
2019
Q2 		$223K Buy
2,016
+264
+15% +$31.1K 0.22% 104
2019
Q1 		$227K Buy
+1,752
New +$213K 0.24% 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

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

Fortem Financial Group increased its Eli Lilly (LLY) stake by 1.4% in Q2 2026, buying an estimated $22.5K and bringing the position to 1,577 shares worth $1.89M. The position accounts for 0.39% of the portfolio, ranked #68.

Fortem Financial Group first reported a position in LLY in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.15M in Q1 2022. 1,844 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Fortem Financial Group held 1,577 shares of Eli Lilly worth $1.89M as of Q2 2026.
  • Fortem Financial Group bought 22 Eli Lilly shares in Q2 2026, an estimated $22.5K.
  • Eli Lilly made up 0.39% of Fortem Financial Group's portfolio in Q2 2026, its #68 holding.
  • Fortem Financial Group first reported a position in Eli Lilly in Q1 2019 and has held it in 30 quarters since.
  • Fortem Financial Group's Eli Lilly position peaked at $5.15M in Q1 2022.
  • 1,844 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.