JNBA Financial Advisors’s Eli Lilly LLY Stock Holding History

JNBA Financial 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	$540K	Buy	450 +2	+0.4%	+$2.04K	0.04%	139
2026 Q1	$412K	Sell	448 -1	-0.2%	-$1.01K	0.03%	146
2025 Q4	$483K	Buy	449 +5	+1%	+$4.78K	0.04%	144
2025 Q3	$339K	Buy	444 +1	+0.2%	+$744	0.03%	155
2025 Q2	$345K	Hold	443	–	–	0.03%	149
2025 Q1	$366K	Sell	443 -56	-11%	-$46.6K	0.04%	145
2024 Q4	$385K	Hold	499	–	–	0.04%	144
2024 Q3	$442K	Hold	499	–	–	0.04%	134
2024 Q2	$452K	Sell	499 -130	-21%	-$104K	0.05%	134
2024 Q1	$489K	Buy	629 +229	+57%	+$163K	0.05%	133
2023 Q4	$233K	Sell	400 -116	-22%	-$67.7K	0.03%	185
2023 Q3	$277K	Sell	516 -32	-6%	-$16.5K	0.03%	169
2023 Q2	$257K	Buy	548 +4	+0.7%	+$1.68K	0.03%	176
2023 Q1	$187K	Buy	544 +4	+0.7%	+$1.35K	0.02%	191
2022 Q4	$198K	Hold	540	–	–	0.03%	187
2022 Q3	$175K	Sell	540 -59	-10%	-$18.7K	0.03%	191
2022 Q2	$194K	Sell	599 -29	-5%	-$8.71K	0.03%	182
2022 Q1	$180K	Hold	628	–	–	0.02%	194
2021 Q4	$173K	Buy	628 +88	+16%	+$22.3K	0.02%	201
2021 Q3	$125K	Hold	540	–	–	0.02%	217
2021 Q2	$124K	Hold	540	–	–	0.02%	215
2021 Q1	$101K	Buy	540 +30	+6%	+$5.87K	0.01%	221
2020 Q4	$86K	Hold	510	–	–	0.01%	219
2020 Q3	$75K	Hold	510	–	–	0.02%	211
2020 Q2	$84K	Sell	510 -200	-28%	-$30.7K	0.02%	200
2020 Q1	$98K	Sell	710 -83	-10%	-$11.4K	0.02%	178
2019 Q4	$104K	Buy	793 +193	+32%	+$22.4K	0.02%	181
2019 Q3	$67K	Sell	600 -200	-25%	-$22.3K	0.01%	204
2019 Q2	$89K	Buy	800 +100	+14%	+$11.8K	0.02%	188
2019 Q1	$91K	Hold	700	–	–	0.02%	181
2018 Q4	$81K	Sell	700 -1,100	-61%	-$123K	0.02%	172
2018 Q3	$193K	Buy	1,800 +1,100	+157%	+$110K	0.09%	130
2018 Q2	$60K	Hold	700	–	–	0.01%	209
2018 Q1	$54K	Hold	700	–	–	0.01%	215
2017 Q4	$59K	Sell	700 -300	-30%	-$25.5K	0.01%	209
2017 Q3	$86K	Buy	1,000 +300	+43%	+$24.6K	0.02%	174
2017 Q2	$58K	Hold	700	–	–	0.01%	194
2017 Q1	$59K	Hold	700	–	–	0.01%	191
2016 Q4	$51K	Sell	700 -1,331	-66%	-$99.1K	0.01%	207
2016 Q3	$163K	Buy	2,031 +1,331	+190%	+$107K	0.02%	264
2016 Q2	$55K	Sell	700 -65	-8%	-$4.89K	0.02%	194
2016 Q1	$55K	Buy	765 +65	+9%	+$4.92K	0.02%	188
2015 Q4	$59K	Hold	700	–	–	0.02%	180
2015 Q3	$59K	Hold	700	–	–	0.03%	169
2015 Q2	$58K	Hold	700	–	–	0.02%	170
2015 Q1	$51K	Hold	700	–	–	0.02%	188
2014 Q4	$48K	Hold	700	–	–	0.02%	195
2014 Q3	$45K	Hold	700	–	–	0.02%	202
2014 Q2	$44K	Hold	700	–	–	0.02%	188
2014 Q1	$41K	Hold	700	–	–	0.02%	181
2013 Q4	$36K	Hold	700	–	–	0.02%	185
2013 Q3	$35K	Hold	700	–	–	0.02%	178
2013 Q2	$34K	Buy	+700	New	+$38.1K	0.02%	167

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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) 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

JNBA Financial Advisors's LLY Position: Q2 2026 in Review

JNBA Financial Advisors increased its Eli Lilly (LLY) stake by 0.45% in Q2 2026, buying an estimated $2.04K and bringing the position to 450 shares worth $540K. The position accounts for 0.04% of the portfolio, ranked #139.

JNBA Financial Advisors first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

JNBA Financial Advisors held 450 shares of Eli Lilly worth $540K as of Q2 2026.
JNBA Financial Advisors bought 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
Eli Lilly made up 0.04% of JNBA Financial Advisors's portfolio in Q2 2026, its #139 holding.
JNBA Financial Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.