Laffer Tengler Investments’s Eli Lilly LLY Stock Holding History

Laffer Tengler Investments’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	$493K	Hold	411	–	–	0.06%	137
2026 Q1	$378K	Sell	411 -8	-2%	-$8.11K	0.06%	152
2025 Q4	$450K	Buy	+419	New	+$401K	0.07%	127
2025 Q3	–	Sell	-627	Closed	-$489K	–	179
2025 Q2	$489K	Buy	+627	New	+$487K	0.09%	122
2024 Q4	–	Sell	-550	Closed	-$487K	–	158
2024 Q3	$487K	Hold	550	–	–	0.1%	118
2024 Q2	$498K	Buy	550 +400	+267%	+$320K	0.11%	118
2024 Q1	$117K	Buy	150 +111	+285%	+$79K	0.03%	180
2023 Q4	$22.7K	Buy	+39	New	+$22.8K	0.01%	246
2023 Q2	–	Sell	-97	Closed	-$33.3K	–	398
2023 Q1	$33.3K	Buy	+97	New	+$32.7K	0.01%	347
2022 Q4	–	Sell	-150	Closed	-$48.5K	–	449
2022 Q3	$48.5K	Hold	150	–	–	0.02%	277
2022 Q2	$48.6K	Hold	150	–	–	0.02%	281
2022 Q1	$43K	Hold	150	–	–	0.01%	297
2021 Q4	$41.4K	Hold	150	–	–	0.01%	295
2021 Q3	$34.7K	Buy	+150	New	+$37K	0.01%	370
2021 Q2	–	Sell	-150	Closed	-$28K	–	365
2021 Q1	$28K	Hold	150	–	–	0.01%	312
2020 Q4	$25.1K	Hold	150	–	–	0.01%	279
2020 Q3	$22.2K	Hold	150	–	–	0.01%	240
2020 Q2	$24.6K	Buy	+150	New	+$23K	0.01%	229
2016 Q4	–	Sell	-26,819	Closed	-$2.15M	–	258
2016 Q3	$2.15M	Hold	26,819	–	–	0.6%	53
2016 Q2	$2.11M	Buy	+26,819	New	+$2.02M	0.6%	56

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

Laffer Tengler Investments's LLY Position: Q2 2026 in Review

Laffer Tengler Investments held its Eli Lilly (LLY) position steady in Q2 2026 at 411 shares worth $493K. The position accounts for 0.06% of the portfolio, ranked #137.

Laffer Tengler Investments first reported a position in LLY in Q2 2016 and has held it in 20 quarters since. The position peaked at $2.15M in Q3 2016. 1,570 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Laffer Tengler Investments held 411 shares of Eli Lilly worth $493K as of Q2 2026.
Laffer Tengler Investments left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.06% of Laffer Tengler Investments's portfolio in Q2 2026, its #137 holding.
Laffer Tengler Investments first reported a position in Eli Lilly in Q2 2016 and has held it in 20 quarters since.
Laffer Tengler Investments's Eli Lilly position peaked at $2.15M in Q3 2016.
1,570 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.