Fulcrum Equity Management’s Eli Lilly LLY Stock Holding History

Fulcrum Equity 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	$1M	Sell	836 -79	-9%	-$80.7K	0.74%	32
2026 Q1	$842K	Buy	915 +151	+20%	+$153K	0.81%	29
2025 Q4	$821K	Buy	764 +366	+92%	+$350K	0.79%	33
2025 Q3	$303K	Buy	+398	New	+$296K	0.31%	69
2025 Q2	–	Sell	-284	Closed	-$235K	–	117
2025 Q1	$235K	Sell	284 -46	-14%	-$38.3K	0.26%	83
2024 Q4	$255K	Sell	330 -232	-41%	-$192K	0.25%	92
2024 Q3	$498K	Buy	562 +157	+39%	+$141K	0.42%	78
2024 Q2	$367K	Buy	+405	New	+$324K	0.33%	93
2023 Q1	–	Sell	-561	Closed	-$205K	–	97
2022 Q4	$205K	Buy	+561	New	+$199K	0.17%	69
2022 Q3	–	Sell	-776	Closed	-$252K	–	87
2022 Q2	$252K	Buy	+776	New	+$233K	0.2%	58

Other funds holding LLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Fulcrum Equity Management's LLY Position: Q2 2026 in Review

Fulcrum Equity Management reduced its Eli Lilly (LLY) stake by 8.6% in Q2 2026, selling an estimated $80.7K and leaving 836 shares worth $1M. The position accounts for 0.74% of the portfolio, ranked #32.

Fulcrum Equity Management first reported a position in LLY in Q2 2022 and has held it in 10 quarters since. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Fulcrum Equity Management held 836 shares of Eli Lilly worth $1M as of Q2 2026.
Fulcrum Equity Management sold 79 Eli Lilly shares in Q2 2026, an estimated $80.7K.
Eli Lilly made up 0.74% of Fulcrum Equity Management's portfolio in Q2 2026, its #32 holding.
Fulcrum Equity Management first reported a position in Eli Lilly in Q2 2022 and has held it in 10 quarters since.
841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.