Fortitude Family Office’s Eli Lilly LLY Stock Holding History

Fortitude Family Office’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	$3.65M	Buy	3,046 +52	+2%	+$53.1K	0.71%	30
2026 Q1	$2.75M	Sell	2,994 -116	-4%	-$118K	0.62%	34
2025 Q4	$3.34M	Buy	3,110 +17	+0.5%	+$16.3K	0.78%	33
2025 Q3	$2.36M	Sell	3,093 -9	-0.3%	-$6.7K	0.63%	34
2025 Q2	$2.42M	Buy	3,102 +324	+12%	+$252K	0.79%	30
2025 Q1	$2.29M	Sell	2,778 -516	-16%	-$429K	0.82%	26
2024 Q4	$2.54M	Buy	3,294 +912	+38%	+$755K	0.91%	26
2024 Q3	$2.11M	Buy	2,382 +1,634	+218%	+$1.47M	0.84%	24
2024 Q2	$677K	Buy	748 +78	+12%	+$62.4K	0.38%	40
2024 Q1	$521K	Hold	670	–	–	0.35%	45
2023 Q4	$391K	Buy	+670	New	+$391K	0.29%	55

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

Fortitude Family Office's LLY Position: Q2 2026 in Review

Fortitude Family Office increased its Eli Lilly (LLY) stake by 1.7% in Q2 2026, buying an estimated $53.1K and bringing the position to 3,046 shares worth $3.65M. The position accounts for 0.71% of the portfolio, ranked #30.

Fortitude Family Office first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 1,790 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Fortitude Family Office held 3,046 shares of Eli Lilly worth $3.65M as of Q2 2026.
Fortitude Family Office bought 52 Eli Lilly shares in Q2 2026, an estimated $53.1K.
Eli Lilly made up 0.71% of Fortitude Family Office's portfolio in Q2 2026, its #30 holding.
Fortitude Family Office first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
1,790 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.