KMG Fiduciary Partners’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29.6M | Sell |
24,646
-4,785
| -16% | -$4.89M | 2.75% | 10 |
|
|
2026
Q1 | $27.1M | Sell |
29,431
-1,764
| -6% | -$1.79M | 2% | 9 |
|
|
2025
Q4 | $33.5M | Sell |
31,195
-466
| -1% | -$446K | 2.38% | 9 |
|
|
2025
Q3 | $24.2M | Buy |
31,661
+1,659
| +6% | +$1.23M | 1.62% | 11 |
|
|
2025
Q2 | $23.4M | Buy |
30,002
+1,197
| +4% | +$930K | 1.73% | 10 |
|
|
2025
Q1 | $23.8M | Buy |
28,805
+2,444
| +9% | +$2.03M | 1.98% | 10 |
|
|
2024
Q4 | $20.4M | Buy |
26,361
+831
| +3% | +$688K | 1.68% | 10 |
|
|
2024
Q3 | $22.6M | Sell |
25,530
-506
| -2% | -$455K | 1.95% | 10 |
|
|
2024
Q2 | $23.6M | Buy |
26,036
+590
| +2% | +$472K | 2.32% | 8 |
|
|
2024
Q1 | $19.8M | Buy |
25,446
+1,963
| +8% | +$1.4M | 2.05% | 9 |
|
|
2023
Q4 | $13.7M | Sell |
23,483
-190
| -0.8% | -$111K | 1.59% | 12 |
|
|
2023
Q3 | $12.7M | Buy |
23,673
+462
| +2% | +$238K | 1.68% | 12 |
|
|
2023
Q2 | $10.9M | Buy |
23,211
+118
| +0.5% | +$49.5K | 1.41% | 14 |
|
|
2023
Q1 | $7.93M | Buy |
23,093
+4,653
| +25% | +$1.57M | 1.14% | 20 |
|
|
2022
Q4 | $6.75M | Buy |
18,440
+850
| +5% | +$301K | 1.11% | 18 |
|
|
2022
Q3 | $5.69M | Buy |
17,590
+2,528
| +17% | +$801K | 1.09% | 20 |
|
|
2022
Q2 | $4.88M | Buy |
15,062
+1,946
| +15% | +$584K | 0.91% | 33 |
|
|
2022
Q1 | $3.76M | Buy |
13,116
+2,809
| +27% | +$723K | 0.6% | 43 |
|
|
2021
Q4 | $2.85M | Buy |
10,307
+3,478
| +51% | +$882K | 0.44% | 61 |
|
|
2021
Q3 | $1.58M | Buy |
6,829
+3,193
| +88% | +$788K | 0.27% | 89 |
|
|
2021
Q2 | $835K | Buy |
3,636
+29
| +0.8% | +$5.83K | 0.15% | 108 |
|
|
2021
Q1 | $674K | Buy |
3,607
+196
| +6% | +$38.3K | 0.13% | 116 |
|
|
2020
Q4 | $567K | Buy |
3,411
+19
| +0.6% | +$2.84K | 0.12% | 115 |
|
|
2020
Q3 | $502K | Buy |
3,392
+67
| +2% | +$10.4K | 0.12% | 111 |
|
|
2020
Q2 | $546K | Buy |
3,325
+157
| +5% | +$24.1K | 0.15% | 91 |
|
|
2020
Q1 | $439K | Sell |
3,168
-331
| -9% | -$45.5K | 0.14% | 93 |
|
|
2019
Q4 | $460K | Sell |
3,499
-200
| -5% | -$23.2K | 0.14% | 87 |
|
|
2019
Q3 | $414K | Sell |
3,699
-248
| -6% | -$27.6K | 0.14% | 85 |
|
|
2019
Q2 | $437K | Sell |
3,947
-139
| -3% | -$16.4K | 0.16% | 78 |
|
|
2019
Q1 | $530K | Buy |
4,086
+243
| +6% | +$29.5K | 0.2% | 76 |
|
|
2018
Q4 | $445K | Buy |
+3,843
| New | +$429K | 0.2% | 69 |
|
Other funds holding LLY
KMG Fiduciary Partners's LLY Position: Q2 2026 in Review
KMG Fiduciary Partners reduced its Eli Lilly (LLY) stake by 16% in Q2 2026, selling an estimated $4.89M and leaving 24,646 shares worth $29.6M. The position accounts for 2.75% of the portfolio, ranked #10.
KMG Fiduciary Partners first reported a position in LLY in Q4 2018 and has held it in 31 quarters since. The position peaked at $33.5M in Q4 2025. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- KMG Fiduciary Partners held 24,646 shares of Eli Lilly worth $29.6M as of Q2 2026.
- KMG Fiduciary Partners sold 4,785 Eli Lilly shares in Q2 2026, an estimated $4.89M.
- Eli Lilly made up 2.75% of KMG Fiduciary Partners's portfolio in Q2 2026, its #10 holding.
- KMG Fiduciary Partners first reported a position in Eli Lilly in Q4 2018 and has held it in 31 quarters since.
- KMG Fiduciary Partners's Eli Lilly position peaked at $33.5M in Q4 2025.
- 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.