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Gradient Investments’s Eli Lilly LLY Stock Holding History

Gradient Investments’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 		$32.8M Buy
27,342
+7,757
+40% +$7.93M 0.45% 68
2026
Q1 		$18M Sell
19,585
-884
-4% -$896K 0.28% 108
2025
Q4 		$22M Buy
20,469
+19,634
+2,351% +$18.8M 0.35% 89
2025
Q3 		$637K Buy
835
+166
+25% +$124K 0.01% 289
2025
Q2 		$522K Sell
669
-1
-0.1% -$777 0.01% 290
2025
Q1 		$553K Buy
670
+298
+80% +$248K 0.01% 230
2024
Q4 		$287K Sell
372
-6
-2% -$4.97K 0.01% 263
2024
Q3 		$335K Sell
378
-135
-26% -$121K 0.01% 254
2024
Q2 		$464K Buy
513
+112
+28% +$89.6K 0.01% 247
2024
Q1 		$312K Sell
401
-497
-55% -$354K 0.01% 254
2023
Q4 		$523K Buy
898
+225
+33% +$131K 0.01% 247
2023
Q3 		$362K Sell
673
-9
-1% -$4.64K 0.01% 260
2023
Q2 		$320K Buy
682
+114
+20% +$47.8K 0.01% 279
2023
Q1 		$195K Buy
568
+89
+19% +$30K 0.01% 295
2022
Q4 		$175K Sell
479
-24
-5% -$8.51K 0.01% 314
2022
Q3 		$163K Sell
503
-658
-57% -$208K 0.01% 305
2022
Q2 		$376K Sell
1,161
-22,018
-95% -$6.61M 0.01% 249
2022
Q1 		$6.64M Sell
23,179
-5,495
-19% -$1.41M 0.17% 133
2021
Q4 		$7.92M Sell
28,674
-1,330
-4% -$337K 0.2% 126
2021
Q3 		$6.93M Buy
30,004
+2,073
+7% +$512K 0.19% 128
2021
Q2 		$6.41M Buy
27,931
+1,926
+7% +$387K 0.19% 128
2021
Q1 		$4.86M Sell
26,005
-56,975
-69% -$11.1M 0.16% 134
2020
Q4 		$12.3M Sell
82,980
-1,003
-1% -$150K 0.52% 49
2020
Q3 		$12.4M Buy
83,983
+25,503
+44% +$3.95M 0.52% 49
2020
Q2 		$9.6M Sell
58,480
-16,051
-22% -$2.46M 0.44% 66
2020
Q1 		$10.3M Sell
74,531
-8,217
-10% -$1.13M 0.56% 44
2019
Q4 		$10.9M Buy
82,748
+1,878
+2% +$218K 0.48% 55
2019
Q3 		$9.04M Sell
80,870
-8,236
-9% -$917K 0.44% 66
2019
Q2 		$9.87M Buy
89,106
+86,488
+3,304% +$10.2M 0.51% 41
2019
Q1 		$340K Buy
2,618
+1,881
+255% +$229K 0.02% 209
2018
Q4 		$85K Sell
737
-184
-20% -$20.6K 0.01% 279
2018
Q3 		$99K Hold
921
– – 0.01% 283
2018
Q2 		$79K Sell
921
-12
-1% -$986 ﹤0.01% 287
2018
Q1 		$72K Sell
933
-292
-24% -$23.5K ﹤0.01% 299
2017
Q4 		$103K Buy
+1,225
New +$104K 0.01% 279
2017
Q3 		– Sell
-1,147
Closed -$94K – 505
2017
Q2 		$94K Sell
1,147
-84,195
-99% -$6.87M 0.01% 260
2017
Q1 		$7.18M Buy
85,342
+6,523
+8% +$522K 0.55% 28
2016
Q4 		$5.8M Buy
78,819
+78,360
+17,072% +$5.84M 0.51% 40
2016
Q3 		$37K Hold
459
– – ﹤0.01% 280
2016
Q2 		$36K Buy
459
+75
+20% +$5.65K ﹤0.01% 283
2016
Q1 		$28K Hold
384
– – ﹤0.01% 311
2015
Q4 		$32K Sell
384
-2
-0.5% -$166 ﹤0.01% 284
2015
Q3 		$32K Sell
386
-44
-10% -$3.71K ﹤0.01% 266
2015
Q2 		$36K Buy
430
+53
+14% +$4.04K ﹤0.01% 268
2015
Q1 		$27K Hold
377
– – ﹤0.01% 302
2014
Q4 		$26K Hold
377
– – ﹤0.01% 289
2014
Q3 		$24K Hold
377
– – ﹤0.01% 264
2014
Q2 		$23K Sell
377
-416
-52% -$24.8K ﹤0.01% 277
2014
Q1 		$47K Buy
793
+96
+14% +$5.36K 0.01% 207
2013
Q4 		$36K Sell
697
-26,973
-97% -$1.35M 0.01% 254
2013
Q3 		$1.39M Buy
27,670
+27,203
+5,825% +$1.42M 0.44% 70
2013
Q2 		$23K Buy
+467
New +$25.4K 0.01% 218

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

Gradient Investments's LLY Position: Q2 2026 in Review

Gradient Investments increased its Eli Lilly (LLY) stake by 40% in Q2 2026, buying an estimated $7.93M and bringing the position to 27,342 shares worth $32.8M. The position accounts for 0.45% of the portfolio, ranked #68.

Gradient Investments first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Gradient Investments held 27,342 shares of Eli Lilly worth $32.8M as of Q2 2026.
  • Gradient Investments bought 7,757 Eli Lilly shares in Q2 2026, an estimated $7.93M.
  • Eli Lilly made up 0.45% of Gradient Investments's portfolio in Q2 2026, its #68 holding.
  • Gradient Investments first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.