Glass Jacobson Investment Advisors’s Eli Lilly LLY Stock Holding History

Glass Jacobson Investment 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	$235K	Buy	196 +181	+1,207%	+$185K	0.07%	185
2026 Q1	$13.8K	Sell	15 -97	-87%	-$98.3K	﹤0.01%	440
2025 Q4	$120K	Buy	112 +83	+286%	+$79.4K	0.04%	224
2025 Q3	$22.1K	Sell	29 -327	-92%	-$243K	0.01%	388
2025 Q2	$278K	Buy	356 +1	+0.3%	+$777	0.11%	157
2025 Q1	$274K	Hold	355	–	–	0.09%	202
2024 Q4	$274K	Buy	355 +15	+4%	+$12.4K	0.09%	202
2024 Q3	$302K	Sell	340 -17	-5%	-$15.3K	0.1%	190
2024 Q2	$323K	Buy	357 +27	+8%	+$21.6K	0.12%	178
2024 Q1	$257K	Sell	330 -12	-4%	-$8.54K	0.1%	192
2023 Q4	$199K	Buy	342 +5	+1%	+$2.92K	0.08%	204
2023 Q3	$181K	Buy	337 +58	+21%	+$29.9K	0.08%	209
2023 Q2	$131K	Buy	+279	New	+$117K	0.06%	230
2022 Q4	$14.6K	Buy	+40	New	+$14.2K	0.01%	472

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Glass Jacobson Investment Advisors's LLY Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Eli Lilly (LLY) stake by 1,207% in Q2 2026, buying an estimated $185K and bringing the position to 196 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #185.

Glass Jacobson Investment Advisors first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $323K in Q2 2024. 2,129 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Glass Jacobson Investment Advisors held 196 shares of Eli Lilly worth $235K as of Q2 2026.
Glass Jacobson Investment Advisors bought 181 Eli Lilly shares in Q2 2026, an estimated $185K.
Eli Lilly made up 0.07% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #185 holding.
Glass Jacobson Investment Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's Eli Lilly position peaked at $323K in Q2 2024.
2,129 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.