Global Financial Private Client’s Eli Lilly LLY Stock Holding History

Global Financial Private Client’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	$2.07M	Buy	1,723 +73	+4%	+$74.6K	0.56%	49
2026 Q1	$1.52M	Buy	1,650 +23	+1%	+$23.3K	0.5%	55
2025 Q4	$1.75M	Buy	1,627 +40	+3%	+$38.2K	0.61%	45
2025 Q3	$1.21M	Buy	1,587 +23	+1%	+$17.1K	0.43%	71
2025 Q2	$1.22M	Sell	1,564 -15	-0.9%	-$11.7K	0.46%	62
2025 Q1	$1.3M	Buy	1,579 +15	+1%	+$12.5K	0.5%	50
2024 Q4	$1.21M	Sell	1,564 -212	-12%	-$176K	0.45%	58
2024 Q3	$1.57M	Buy	1,776 +131	+8%	+$118K	0.61%	36
2024 Q2	$1.49M	Sell	1,645 -10	-0.6%	-$8K	0.62%	41
2024 Q1	$1.26M	Buy	1,655 +215	+15%	+$153K	0.54%	54
2023 Q4	$840K	Hold	1,440	–	–	0.39%	73
2023 Q3	$775K	Buy	1,440 +1	+0.1%	+$515	0.4%	65
2023 Q2	$664K	Hold	1,439	–	–	0.33%	75
2023 Q1	$505K	Buy	1,439 +1	+0.1%	+$337	0.26%	92
2022 Q4	$526K	Buy	1,438 +57	+4%	+$20.2K	0.29%	83
2022 Q3	$444K	Hold	1,381	–	–	0.26%	90
2022 Q2	$448K	Buy	1,381 +1	+0.1%	+$300	0.25%	88
2022 Q1	$404K	Hold	1,380	–	–	0.2%	106
2021 Q4	$381K	Buy	1,380 +409	+42%	+$104K	0.18%	105
2021 Q3	$223K	Hold	971	–	–	0.11%	136
2021 Q2	$224K	Buy	971 +1	+0.1%	+$201	0.13%	128
2021 Q1	$180K	Hold	970	–	–	0.13%	121
2020 Q4	$164K	Buy	970 +1	+0.1%	+$149	0.13%	115
2020 Q3	$140K	Buy	969 +134	+16%	+$20.7K	0.12%	119
2020 Q2	$136K	Hold	835	–	–	0.12%	130
2020 Q1	$114K	Hold	835	–	–	0.12%	131
2019 Q4	$110K	Buy	+835	New	+$96.8K	0.09%	152

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

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

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

Global Financial Private Client's LLY Position: Q2 2026 in Review

Global Financial Private Client increased its Eli Lilly (LLY) stake by 4.4% in Q2 2026, buying an estimated $74.6K and bringing the position to 1,723 shares worth $2.07M. The position accounts for 0.56% of the portfolio, ranked #49.

Global Financial Private Client first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. 2,000 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Global Financial Private Client held 1,723 shares of Eli Lilly worth $2.07M as of Q2 2026.
Global Financial Private Client bought 73 Eli Lilly shares in Q2 2026, an estimated $74.6K.
Eli Lilly made up 0.56% of Global Financial Private Client's portfolio in Q2 2026, its #49 holding.
Global Financial Private Client first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
2,000 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.