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KMG Fiduciary Partners’s Eli Lilly LLY Stock Holding History

KMG Fiduciary Partners’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 		$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

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

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. 1,558 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.
  • 1,558 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.