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Herbst Group’s Eli Lilly LLY Stock Holding History

Herbst 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 		$5.2M Buy
4,339
+346
+9% +$354K 2.84% 7
2026
Q1 		$3.67M Buy
3,993
+2,068
+107% +$2.1M 2.27% 17
2025
Q4 		$2.07M Buy
+1,925
New +$1.84M 1.22% 36
2025
Q1 		– Sell
-3,451
Closed -$2.66M – 66
2024
Q4 		$2.66M Sell
3,451
-4,163
-55% -$3.45M 1.66% 29
2024
Q3 		$6.75M Sell
7,614
-800
-10% -$719K 4.18% 2
2024
Q2 		$7.62M Sell
8,414
-28
-0.3% -$22.4K 4.63% 2
2024
Q1 		$6.57M Sell
8,442
-1,020
-11% -$726K 4.06% 2
2023
Q4 		$5.52M Sell
9,462
-828
-8% -$483K 3.54% 4
2023
Q3 		$5.53M Sell
10,290
-973
-9% -$501K 3.95% 2
2023
Q2 		$5.28M Sell
11,263
-387
-3% -$162K 3.65% 3
2023
Q1 		$4M Buy
11,650
+4,525
+64% +$1.53M 2.83% 8
2022
Q4 		$2.61M Buy
7,125
+4,825
+210% +$1.71M 2.11% 17
2022
Q3 		$744K Buy
+2,300
New +$729K 0.61% 58

Other funds holding LLY

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
Handelsbanken Fonder
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)
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
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

Herbst Group's LLY Position: Q2 2026 in Review

Herbst Group increased its Eli Lilly (LLY) stake by 8.7% in Q2 2026, buying an estimated $354K and bringing the position to 4,339 shares worth $5.2M. The position accounts for 2.84% of the portfolio, ranked #7.

Herbst Group first reported a position in LLY in Q3 2022 and has held it in 13 quarters since. The position peaked at $7.62M in Q2 2024. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Herbst Group held 4,339 shares of Eli Lilly worth $5.2M as of Q2 2026.
  • Herbst Group bought 346 Eli Lilly shares in Q2 2026, an estimated $354K.
  • Eli Lilly made up 2.84% of Herbst Group's portfolio in Q2 2026, its #7 holding.
  • Herbst Group first reported a position in Eli Lilly in Q3 2022 and has held it in 13 quarters since.
  • Herbst Group's Eli Lilly position peaked at $7.62M in Q2 2024.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Herbst Group's 13F filing for Q2 2026, filed 9 Jul 2026.