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Independent Financial Group’s Eli Lilly LLY Stock Holding History

Independent Financial 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 		$16.2M Buy
13,511
+1,896
+16% +$1.94M 0.3% 58
2026
Q1 		$10.7M Sell
11,615
-1,360
-10% -$1.38M 0.24% 75
2025
Q4 		$13.9M Buy
12,975
+3,192
+33% +$3.05M 0.31% 54
2025
Q3 		$7.46M Buy
9,783
+718
+8% +$534K 0.18% 109
2025
Q2 		$7.07M Sell
9,065
-11,951
-57% -$9.29M 0.19% 99
2025
Q1 		$17.4M Buy
21,016
+4,371
+26% +$3.64M 0.6% 26
2024
Q4 		$12.8M Sell
16,645
-7,615
-31% -$6.31M 0.43% 35
2024
Q3 		$21.5M Sell
24,260
-7,365
-23% -$6.62M 0.79% 16
2024
Q2 		$28.6M Buy
31,625
+6,489
+26% +$5.19M 1.15% 10
2024
Q1 		$19.6M Buy
25,136
+3,829
+18% +$2.72M 0.9% 11
2023
Q4 		$12.4M Buy
21,307
+2,261
+12% +$1.32M 0.66% 19
2023
Q3 		$10.2M Buy
19,046
+7,334
+63% +$3.78M 0.67% 19
2023
Q2 		$5.49M Buy
11,712
+2,211
+23% +$927K 0.38% 48
2023
Q1 		$3.26M Sell
9,501
-153
-2% -$51.6K 0.26% 85
2022
Q4 		$3.53M Buy
9,654
+2,153
+29% +$763K 0.3% 65
2022
Q3 		$2.43M Buy
7,501
+2,337
+45% +$740K 0.22% 89
2022
Q2 		$1.67M Buy
5,164
+1,421
+38% +$427K 0.18% 137
2022
Q1 		$1.07M Sell
3,743
-883
-19% -$227K 0.09% 235
2021
Q4 		$1.28M Buy
4,626
+3,115
+206% +$790K 0.11% 202
2021
Q3 		$349K Buy
1,511
+49
+3% +$12.1K 0.04% 475
2021
Q2 		$336K Sell
1,462
-100
-6% -$20.1K 0.04% 499
2021
Q1 		$292K Sell
1,562
-3,850
-71% -$753K 0.04% 476
2020
Q4 		$914K Sell
5,412
-730
-12% -$109K 0.13% 177
2020
Q3 		$909K Buy
6,142
+511
+9% +$79.1K 0.17% 140
2020
Q2 		$924K Sell
5,631
-371
-6% -$56.9K 0.2% 128
2020
Q1 		$833K Buy
+6,002
New +$825K 0.24% 102

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Independent Financial Group's LLY Position: Q2 2026 in Review

Independent Financial Group increased its Eli Lilly (LLY) stake by 16% in Q2 2026, buying an estimated $1.94M and bringing the position to 13,511 shares worth $16.2M. The position accounts for 0.3% of the portfolio, ranked #58.

Independent Financial Group first reported a position in LLY in Q1 2020 and has held it in 26 quarters since. The position peaked at $28.6M in Q2 2024. 4,431 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Independent Financial Group held 13,511 shares of Eli Lilly worth $16.2M as of Q2 2026.
  • Independent Financial Group bought 1,896 Eli Lilly shares in Q2 2026, an estimated $1.94M.
  • Eli Lilly made up 0.3% of Independent Financial Group's portfolio in Q2 2026, its #58 holding.
  • Independent Financial Group first reported a position in Eli Lilly in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Eli Lilly position peaked at $28.6M in Q2 2024.
  • 4,431 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.