Lee, Danner & Bass’s Eli Lilly LLY Stock Holding History

Lee, Danner & Bass’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	$720K	Buy	600 +4	+0.7%	+$4.09K	0.04%	174
2026 Q1	$548K	Hold	596	–	–	0.03%	183
2025 Q4	$641K	Sell	596 -30	-5%	-$28.7K	0.05%	162
2025 Q3	$478K	Buy	626 +31	+5%	+$23.1K	0.03%	178
2025 Q2	$464K	Buy	595 +10	+2%	+$7.77K	0.04%	172
2025 Q1	$483K	Buy	585 +26	+5%	+$21.6K	0.04%	169
2024 Q4	$432K	Buy	559 +65	+13%	+$53.8K	0.03%	179
2024 Q3	$438K	Hold	494	–	–	0.03%	177
2024 Q2	$447K	Buy	+494	New	+$395K	0.03%	172
2023 Q4	$288K	Buy	494 +11	+2%	+$6.42K	0.02%	189
2023 Q3	$259K	Hold	483	–	–	0.02%	190
2023 Q2	$227K	Buy	+483	New	+$203K	0.02%	192

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

Lee, Danner & Bass's LLY Position: Q2 2026 in Review

Lee, Danner & Bass increased its Eli Lilly (LLY) stake by 0.67% in Q2 2026, buying an estimated $4.09K and bringing the position to 600 shares worth $720K. The position accounts for 0.04% of the portfolio, ranked #174.

Lee, Danner & Bass first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. 1,654 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Lee, Danner & Bass held 600 shares of Eli Lilly worth $720K as of Q2 2026.
Lee, Danner & Bass bought 4 Eli Lilly shares in Q2 2026, an estimated $4.09K.
Eli Lilly made up 0.04% of Lee, Danner & Bass's portfolio in Q2 2026, its #174 holding.
Lee, Danner & Bass first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
1,654 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.