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Howard Financial Services’s Eli Lilly LLY Stock Holding History

Howard Financial Services’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 		$2.03M Buy
1,693
+509
+43% +$520K 0.2% 55
2026
Q1 		$1.09M Buy
1,184
+269
+29% +$273K 0.12% 74
2025
Q4 		$983K Buy
915
+260
+40% +$249K 0.12% 72
2025
Q3 		$499K Buy
655
+63
+11% +$46.9K 0.06% 106
2025
Q2 		$461K Sell
592
-109
-16% -$84.7K 0.06% 110
2025
Q1 		$579K Buy
701
+69
+11% +$57.4K 0.08% 93
2024
Q4 		$488K Buy
632
+202
+47% +$167K 0.07% 100
2024
Q3 		$381K Sell
430
-12
-3% -$10.8K 0.06% 111
2024
Q2 		$400K Buy
442
+37
+9% +$29.6K 0.07% 98
2024
Q1 		$315K Sell
405
-5
-1% -$3.56K 0.05% 117
2023
Q4 		$239K Buy
+410
New +$239K 0.05% 136
2020
Q1 		– Sell
-4,810
Closed -$632K – 120
2019
Q4 		$632K Hold
4,810
– – 0.39% 42
2019
Q3 		$538K Hold
4,810
– – 0.36% 45
2019
Q2 		$533K Buy
4,810
+10
+0.2% +$1.18K 0.36% 46
2019
Q1 		$623K Hold
4,800
– – 0.44% 43
2018
Q4 		$555K Buy
+4,800
New +$536K 0.43% 44

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

Howard Financial Services's LLY Position: Q2 2026 in Review

Howard Financial Services increased its Eli Lilly (LLY) stake by 43% in Q2 2026, buying an estimated $520K and bringing the position to 1,693 shares worth $2.03M. The position accounts for 0.2% of the portfolio, ranked #55.

Howard Financial Services first reported a position in LLY in Q4 2018 and has held it in 16 quarters since. 1,504 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Howard Financial Services held 1,693 shares of Eli Lilly worth $2.03M as of Q2 2026.
  • Howard Financial Services bought 509 Eli Lilly shares in Q2 2026, an estimated $520K.
  • Eli Lilly made up 0.2% of Howard Financial Services's portfolio in Q2 2026, its #55 holding.
  • Howard Financial Services first reported a position in Eli Lilly in Q4 2018 and has held it in 16 quarters since.
  • 1,504 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.