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Lantz Financial’s Eli Lilly LLY Stock Holding History

Lantz 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 		$2.4M Buy
2,003
+18
+0.9% +$18.4K 0.44% 61
2026
Q1 		$1.83M Buy
1,985
+3
+0.2% +$3.04K 0.38% 73
2025
Q4 		$2.13M Buy
1,982
+103
+5% +$98.5K 0.45% 58
2025
Q3 		$1.43M Buy
1,879
+53
+3% +$39.4K 0.32% 87
2025
Q2 		$1.42M Sell
1,826
-60
-3% -$46.6K 0.35% 82
2025
Q1 		$1.56M Buy
1,886
+175
+10% +$146K 0.43% 72
2024
Q4 		$1.32M Buy
1,711
+107
+7% +$88.6K 0.35% 77
2024
Q3 		$1.42M Buy
1,604
+368
+30% +$331K 0.38% 77
2024
Q2 		$1.12M Buy
1,236
+16
+1% +$12.8K 0.35% 80
2024
Q1 		$949K Buy
1,220
+19
+2% +$13.5K 0.31% 84
2023
Q4 		$700K Sell
1,201
-18
-1% -$10.5K 0.25% 92
2023
Q3 		$655K Buy
1,219
+109
+10% +$56.2K 0.26% 91
2023
Q2 		$521K Buy
1,110
+94
+9% +$39.4K 0.2% 106
2023
Q1 		$349K Hold
1,016
– – 0.15% 127
2022
Q4 		$372K Hold
1,016
– – 0.17% 125
2022
Q3 		$329K Hold
1,016
– – 0.17% 120
2022
Q2 		$329K Hold
1,016
– – 0.15% 123
2022
Q1 		$291K Hold
1,016
– – 0.12% 140
2021
Q4 		$281K Hold
1,016
– – 0.13% 131
2021
Q3 		$235K Hold
1,016
– – 0.12% 133
2021
Q2 		$233K Buy
+1,016
New +$204K 0.12% 135
2021
Q1 		– Sell
-1,249
Closed -$211K – 135
2020
Q4 		$211K Buy
+1,249
New +$186K 0.13% 117
2020
Q3 		– Sell
-1,286
Closed -$211K – 122
2020
Q2 		$211K Buy
+1,286
New +$197K 0.15% 105

Other funds holding LLY

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
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
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Lantz Financial's LLY Position: Q2 2026 in Review

Lantz Financial increased its Eli Lilly (LLY) stake by 0.91% in Q2 2026, buying an estimated $18.4K and bringing the position to 2,003 shares worth $2.4M. The position accounts for 0.44% of the portfolio, ranked #61.

Lantz Financial first reported a position in LLY in Q2 2020 and has held it in 23 quarters since. 1,103 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Lantz Financial held 2,003 shares of Eli Lilly worth $2.4M as of Q2 2026.
  • Lantz Financial bought 18 Eli Lilly shares in Q2 2026, an estimated $18.4K.
  • Eli Lilly made up 0.44% of Lantz Financial's portfolio in Q2 2026, its #61 holding.
  • Lantz Financial first reported a position in Eli Lilly in Q2 2020 and has held it in 23 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.