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IFP Advisors’s Eli Lilly LLY Stock Holding History

IFP Advisors’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 		$24.4M Buy
20,352
+2,078
+11% +$2.12M 0.44% 39
2026
Q1 		$16.8M Buy
18,274
+29
+0.2% +$29.4K 0.35% 57
2025
Q4 		$19.6M Buy
18,245
+649
+4% +$621K 0.44% 41
2025
Q3 		$13.4M Buy
17,596
+2,038
+13% +$1.52M 0.35% 55
2025
Q2 		$12.1M Sell
15,558
-246
-2% -$191K 0.34% 51
2025
Q1 		$13.1M Buy
15,804
+1,813
+13% +$1.51M 0.4% 44
2024
Q4 		$10.8M Buy
13,991
+3,400
+32% +$2.82M 0.35% 55
2024
Q3 		$9.39M Sell
10,591
-732
-6% -$658K 0.34% 61
2024
Q2 		$10.3M Buy
11,323
+606
+6% +$485K 0.41% 46
2024
Q1 		$8.34M Sell
10,717
-787
-7% -$560K 0.37% 59
2023
Q4 		$6.71M Buy
11,504
+411
+4% +$240K 0.32% 71
2023
Q3 		$5.96M Buy
11,093
+4,010
+57% +$2.07M 0.27% 84
2023
Q2 		$3.32M Buy
7,083
+38
+0.5% +$15.9K 0.14% 150
2023
Q1 		$377K Sell
7,045
-7,654
-52% -$2.58M 0.02% 699
2022
Q4 		$843K Buy
14,699
+91
+0.6% +$32.3K 0.02% 681
2022
Q3 		$848K Buy
14,608
+1,313
+10% +$416K 0.02% 696
2022
Q2 		$770K Hold
13,295
– – 0.02% 667
2022
Q1 		$770K Buy
13,295
+10,570
+388% +$2.72M 0.02% 667
2021
Q4 		$757K Sell
2,725
-579
-18% -$147K 0.01% 467
2021
Q3 		$765K Sell
3,304
-203
-6% -$50.1K 0.02% 466
2021
Q2 		$803K Sell
3,507
-345
-9% -$69.3K 0.02% 424
2021
Q1 		$722K Sell
3,852
-205
-5% -$40.1K 0.01% 428
2020
Q4 		$684K Sell
4,057
-378
-9% -$56.4K 0.03% 424
2020
Q3 		$654K Buy
4,435
+95
+2% +$14.7K 0.04% 375
2020
Q2 		$708K Buy
4,340
+51
+1% +$7.83K 0.06% 344
2020
Q1 		$577K Buy
4,289
+195
+5% +$26.8K 0.06% 318
2019
Q4 		$540K Sell
4,094
-2,404
-37% -$279K 0.04% 416
2019
Q3 		$730K Buy
+6,498
New +$723K 0.05% 387
2019
Q1 		$479K Sell
3,680
-12,030
-77% -$1.46M 0.07% 297
2018
Q4 		$1.79M Sell
15,710
-3,162
-17% -$353K 0.11% 208
2018
Q3 		$2.02M Buy
18,872
+1,058
+6% +$106K 0.08% 258
2018
Q2 		$1.52M Sell
17,814
-11,776
-40% -$967K 0.06% 311
2018
Q1 		$2.5M Hold
29,590
– – 0.11% 209
2017
Q4 		$2.5M Sell
29,590
-11,054
-27% -$941K 0.11% 208
2017
Q3 		$3.48M Sell
40,644
-1,079
-3% -$88.5K 0.14% 166
2017
Q2 		$3.43M Buy
41,723
+6,623
+19% +$540K 0.15% 161
2017
Q1 		$2.95M Sell
35,100
-1,347
-4% -$108K 0.13% 178
2016
Q4 		$2.68M Buy
36,447
+10,093
+38% +$752K 0.13% 177
2016
Q3 		$2.12M Sell
26,354
-1,980
-7% -$158K 0.11% 212
2016
Q2 		$2.23M Buy
28,334
+24,654
+670% +$1.86M 0.12% 184
2016
Q1 		$479K Sell
3,680
-19,295
-84% -$1.46M 0.07% 297
2015
Q4 		$1.94M Buy
+22,975
New +$1.91M 0.13% 166

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

IFP Advisors's LLY Position: Q2 2026 in Review

IFP Advisors increased its Eli Lilly (LLY) stake by 11% in Q2 2026, buying an estimated $2.12M and bringing the position to 20,352 shares worth $24.4M. The position accounts for 0.44% of the portfolio, ranked #39.

IFP Advisors first reported a position in LLY in Q4 2015 and has held it in 42 quarters since. 1,533 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • IFP Advisors held 20,352 shares of Eli Lilly worth $24.4M as of Q2 2026.
  • IFP Advisors bought 2,078 Eli Lilly shares in Q2 2026, an estimated $2.12M.
  • Eli Lilly made up 0.44% of IFP Advisors's portfolio in Q2 2026, its #39 holding.
  • IFP Advisors first reported a position in Eli Lilly in Q4 2015 and has held it in 42 quarters since.
  • 1,533 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.