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Latitude Advisors’s Eli Lilly LLY Stock Holding History

Latitude Advisors’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 		$1.82M Buy
1,513
+231
+18% +$236K 0.72% 30
2026
Q1 		$1.18M Sell
1,282
-256
-17% -$260K 0.54% 47
2025
Q4 		$1.65M Sell
1,538
-75
-5% -$71.7K 0.73% 29
2025
Q3 		$1.23M Sell
1,613
-282
-15% -$210K 0.56% 39
2025
Q2 		$1.48M Sell
1,895
-351
-16% -$273K 0.74% 28
2025
Q1 		$1.86M Buy
2,246
+993
+79% +$826K 1.08% 18
2024
Q4 		$967K Sell
1,253
-44
-3% -$36.4K 0.54% 47
2024
Q3 		$1.15M Buy
1,297
+33
+3% +$29.7K 0.65% 35
2024
Q2 		$1.14M Sell
1,264
-26
-2% -$20.8K 0.7% 29
2024
Q1 		$1M Buy
1,290
+16
+1% +$11.4K 0.63% 30
2023
Q4 		$743K Buy
1,274
+60
+5% +$35K 0.52% 41
2023
Q3 		$652K Buy
1,214
+30
+3% +$15.5K 0.47% 46
2023
Q2 		$555K Buy
1,184
+348
+42% +$146K 0.39% 57
2023
Q1 		$287K Sell
836
-193
-19% -$65.1K 0.21% 119
2022
Q4 		$376K Sell
1,029
-503
-33% -$178K 0.28% 91
2022
Q3 		$495K Buy
1,532
+18
+1% +$5.7K 0.41% 51
2022
Q2 		$490K Sell
1,514
-3,199
-68% -$960K 0.45% 57
2022
Q1 		$1.35M Buy
4,713
+117
+3% +$30.1K 0.3% 75
2021
Q4 		$1.27M Buy
4,596
+344
+8% +$87.2K 0.35% 49
2021
Q3 		$982K Buy
4,252
+2,184
+106% +$539K 0.31% 60
2021
Q2 		$475K Buy
2,068
+65
+3% +$13.1K 0.35% 63
2021
Q1 		$374K Buy
2,003
+802
+67% +$157K 0.31% 78
2020
Q4 		$203K Buy
+1,201
New +$179K 0.18% 129

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Latitude Advisors's LLY Position: Q2 2026 in Review

Latitude Advisors increased its Eli Lilly (LLY) stake by 18% in Q2 2026, buying an estimated $236K and bringing the position to 1,513 shares worth $1.82M. The position accounts for 0.72% of the portfolio, ranked #30.

Latitude Advisors first reported a position in LLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.86M in Q1 2025. 2,134 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Latitude Advisors held 1,513 shares of Eli Lilly worth $1.82M as of Q2 2026.
  • Latitude Advisors bought 231 Eli Lilly shares in Q2 2026, an estimated $236K.
  • Eli Lilly made up 0.72% of Latitude Advisors's portfolio in Q2 2026, its #30 holding.
  • Latitude Advisors first reported a position in Eli Lilly in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's Eli Lilly position peaked at $1.86M in Q1 2025.
  • 2,134 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.