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IRON Financial’s Eli Lilly LLY Stock Holding History

IRON Financial’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 		$317K Buy
+265
New +$271K 0.13% 99
2024
Q4 		– Sell
-227
Closed -$201K – 108
2024
Q3 		$201K Sell
227
-69
-23% -$62K 0.11% 104
2024
Q2 		$268K Buy
296
+1
+0.3% +$800 0.15% 82
2024
Q1 		$230K Buy
+295
New +$210K 0.13% 87

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

IRON Financial's LLY Position: Q2 2026 in Review

IRON Financial opened a new position in Eli Lilly (LLY) in Q2 2026: 265 shares worth $317K. The stake represents 0.13% of the portfolio and ranks #99 among its holdings. This is a return to the name: IRON Financial previously reported a position in LLY as recently as Q3 2024.

IRON Financial first reported a position in LLY in Q1 2024 and has held it in 4 quarters since. 2,215 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • IRON Financial held 265 shares of Eli Lilly worth $317K as of Q2 2026.
  • Eli Lilly was a new IRON Financial position in Q2 2026.
  • Eli Lilly made up 0.13% of IRON Financial's portfolio in Q2 2026, its #99 holding.
  • IRON Financial first reported a position in Eli Lilly in Q1 2024 and has held it in 4 quarters since.
  • 2,215 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.