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KFG Wealth Management’s Eli Lilly LLY Stock Holding History

KFG Wealth Management’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 		$1.65M Buy
1,378
+870
+171% +$889K 0.19% 64
2026
Q1 		$467K Buy
508
+30
+6% +$30.4K 0.06% 142
2025
Q4 		$514K Buy
478
+5
+1% +$4.78K 0.07% 132
2025
Q3 		$361K Buy
473
+16
+4% +$11.9K 0.05% 152
2025
Q2 		$356K Buy
457
+31
+7% +$24.1K 0.06% 147
2025
Q1 		$352K Sell
426
-27
-6% -$22.5K 0.06% 143
2024
Q4 		$350K Sell
453
-93
-17% -$77K 0.07% 130
2024
Q3 		$484K Sell
546
-12
-2% -$10.8K 0.11% 117
2024
Q2 		$505K Buy
558
+50
+10% +$40K 0.2% 90
2024
Q1 		$395K Buy
508
+16
+3% +$11.4K 0.16% 104
2023
Q4 		$287K Sell
492
-100
-17% -$58.4K 0.13% 102
2023
Q3 		$318K Hold
592
– – 0.17% 98
2023
Q2 		$277K Hold
592
– – 0.16% 96
2023
Q1 		$222K Sell
592
-18
-3% -$6.07K 0.15% 86
2022
Q4 		$223K Buy
+610
New +$216K 0.23% 66

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

KFG Wealth Management's LLY Position: Q2 2026 in Review

KFG Wealth Management increased its Eli Lilly (LLY) stake by 171% in Q2 2026, buying an estimated $889K and bringing the position to 1,378 shares worth $1.65M. The position accounts for 0.19% of the portfolio, ranked #64.

KFG Wealth Management first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 1,608 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • KFG Wealth Management held 1,378 shares of Eli Lilly worth $1.65M as of Q2 2026.
  • KFG Wealth Management bought 870 Eli Lilly shares in Q2 2026, an estimated $889K.
  • Eli Lilly made up 0.19% of KFG Wealth Management's portfolio in Q2 2026, its #64 holding.
  • KFG Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.