Joule Financial’s Eli Lilly LLY Stock Holding History

Joule 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	$372K	Hold	310	–	–	0.1%	77
2026 Q1	$285K	Sell	310 -4	-1%	-$4.05K	0.08%	96
2025 Q4	$337K	Buy	314 +2	+0.6%	+$1.91K	0.1%	76
2025 Q3	$238K	Hold	312	–	–	0.07%	102
2025 Q2	$243K	Hold	312	–	–	0.08%	98
2025 Q1	$258K	Buy	312 +24	+8%	+$20K	0.09%	89
2024 Q4	$222K	Sell	288 -119	-29%	-$98.5K	0.08%	100
2024 Q3	$361K	Sell	407 -144	-26%	-$129K	0.13%	79
2024 Q2	$499K	Hold	551	–	–	0.2%	58
2024 Q1	$429K	Sell	551 -30	-5%	-$21.4K	0.18%	63
2023 Q4	$339K	Sell	581 -240	-29%	-$140K	0.16%	76
2023 Q3	$441K	Sell	821 -41	-5%	-$21.1K	0.23%	60
2023 Q2	$404K	Sell	862 -60	-7%	-$25.2K	0.21%	60
2023 Q1	$317K	Hold	922	–	–	0.17%	69
2022 Q4	$337K	Sell	922 -103	-10%	-$36.5K	0.22%	63
2022 Q3	$331K	Hold	1,025	–	–	0.25%	58
2022 Q2	$332K	Buy	+1,025	New	+$308K	0.26%	55

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

Joule Financial's LLY Position: Q2 2026 in Review

Joule Financial held its Eli Lilly (LLY) position steady in Q2 2026 at 310 shares worth $372K. The position accounts for 0.1% of the portfolio, ranked #77.

Joule Financial first reported a position in LLY in Q2 2022 and has held it in 17 quarters since. The position peaked at $499K in Q2 2024. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Joule Financial held 310 shares of Eli Lilly worth $372K as of Q2 2026.
Joule Financial left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.1% of Joule Financial's portfolio in Q2 2026, its #77 holding.
Joule Financial first reported a position in Eli Lilly in Q2 2022 and has held it in 17 quarters since.
Joule Financial's Eli Lilly position peaked at $499K in Q2 2024.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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