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Fortis Group Advisors’s Eli Lilly LLY Stock Holding History

Fortis Group Advisors’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 		$4.16M Sell
3,471
-38
-1% -$38.8K 0.67% 42
2026
Q1 		$3.28M Sell
3,509
-36
-1% -$36.5K 0.54% 48
2025
Q4 		$3.68M Buy
3,545
+414
+13% +$396K 0.62% 40
2025
Q3 		$2.68M Buy
3,131
+781
+33% +$581K 0.46% 55
2025
Q2 		$1.75M Sell
2,350
-343
-13% -$267K 0.32% 76
2025
Q1 		$2.22M Sell
2,693
-72
-3% -$59.9K 0.43% 64
2024
Q4 		$2.13M Sell
2,765
-1,630
-37% -$1.35M 0.4% 65
2024
Q3 		$3.89M Sell
4,395
-192
-4% -$173K 0.72% 42
2024
Q2 		$4.15M Buy
4,587
+1,973
+75% +$1.58M 0.82% 37
2024
Q1 		$2.03M Buy
2,614
+2,214
+554% +$1.58M 0.37% 61
2023
Q4 		$233K Buy
400
+200
+100% +$117K 0.06% 119
2023
Q3 		$107K Buy
+200
New +$103K 0.03% 123
2020
Q3 		$476K Buy
+3,221
New +$499K 0.09% 106

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

Fortis Group Advisors's LLY Position: Q2 2026 in Review

Fortis Group Advisors reduced its Eli Lilly (LLY) stake by 1.1% in Q2 2026, selling an estimated $38.8K and leaving 3,471 shares worth $4.16M. The position accounts for 0.67% of the portfolio, ranked #42.

Fortis Group Advisors first reported a position in LLY in Q3 2020 and has held it in 13 quarters since. 1,714 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Fortis Group Advisors held 3,471 shares of Eli Lilly worth $4.16M as of Q2 2026.
  • Fortis Group Advisors sold 38 Eli Lilly shares in Q2 2026, an estimated $38.8K.
  • Eli Lilly made up 0.67% of Fortis Group Advisors's portfolio in Q2 2026, its #42 holding.
  • Fortis Group Advisors first reported a position in Eli Lilly in Q3 2020 and has held it in 13 quarters since.
  • 1,714 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.