Helen Stephens Group’s Eli Lilly LLY Stock Holding History

Helen Stephens Group’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	$455K	Buy	379 +25	+7%	+$25.5K	0.08%	93
2026 Q1	$326K	Buy	354 +40	+13%	+$40.6K	0.07%	91
2025 Q4	$338K	Hold	314	–	–	0.07%	87
2025 Q3	$240K	Hold	314	–	–	0.05%	101
2025 Q2	$245K	Hold	314	–	–	0.06%	79
2025 Q1	$259K	Hold	314	–	–	0.07%	72
2024 Q4	$242K	Sell	314 -76	-19%	-$62.9K	0.07%	78
2024 Q3	$346K	Buy	390 +5	+1%	+$4.5K	0.1%	65
2024 Q2	$349K	Buy	385 +1	+0.3%	+$800	0.12%	62
2024 Q1	$299K	Buy	384 +13	+4%	+$9.25K	0.12%	57
2023 Q4	$216K	Buy	+371	New	+$217K	0.1%	72

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Helen Stephens Group's LLY Position: Q2 2026 in Review

Helen Stephens Group increased its Eli Lilly (LLY) stake by 7.1% in Q2 2026, buying an estimated $25.5K and bringing the position to 379 shares worth $455K. The position accounts for 0.08% of the portfolio, ranked #93.

Helen Stephens Group first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Helen Stephens Group held 379 shares of Eli Lilly worth $455K as of Q2 2026.
Helen Stephens Group bought 25 Eli Lilly shares in Q2 2026, an estimated $25.5K.
Eli Lilly made up 0.08% of Helen Stephens Group's portfolio in Q2 2026, its #93 holding.
Helen Stephens Group first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.