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Legacy Advisors’s Eli Lilly LLY Stock Holding History

Legacy 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 		$2.58M Buy
2,152
+378
+21% +$386K 0.24% 54
2026
Q1 		$1.63M Sell
1,774
-394
-18% -$399K 0.19% 64
2025
Q4 		$2.33M Buy
2,168
+372
+21% +$356K 0.25% 51
2025
Q3 		$1.37M Buy
+1,796
New +$1.34M 0.17% 80
2025
Q2 		– Sell
-5,350
Closed -$4.42M – 233
2025
Q1 		$4.42M Sell
5,350
-1,043
-16% -$868K 0.45% 42
2024
Q4 		$4.94M Sell
6,393
-1,288
-17% -$1.07M 0.48% 38
2024
Q3 		$6.8M Buy
7,681
+543
+8% +$488K 0.74% 25
2024
Q2 		$6.46M Buy
7,138
+829
+13% +$663K 0.79% 22
2024
Q1 		$4.91M Buy
6,309
+1,457
+30% +$1.04M 0.62% 28
2023
Q4 		$2.83M Buy
4,852
+2,807
+137% +$1.64M 0.36% 59
2023
Q3 		$1.1M Buy
2,045
+262
+15% +$135K 0.18% 113
2023
Q2 		$836K Buy
1,783
+125
+8% +$52.4K 0.12% 133
2023
Q1 		$569K Buy
1,658
+44
+3% +$14.8K 0.11% 140
2022
Q4 		$590K Buy
1,614
+86
+6% +$30.5K 0.11% 134
2022
Q3 		$494K Sell
1,528
-397
-21% -$126K 0.11% 124
2022
Q2 		$624K Buy
1,925
+446
+30% +$134K 0.13% 102
2022
Q1 		$424K Buy
1,479
+618
+72% +$159K 0.08% 134
2021
Q4 		$238K Buy
+861
New +$218K 0.09% 116
2019
Q3 		– Sell
-1,466
Closed -$162K – 229
2019
Q2 		$162K Buy
1,466
+620
+73% +$73K 0.11% 122
2019
Q1 		$110K Buy
+846
New +$103K 0.04% 147
2018
Q4 		– Sell
-845
Closed -$91K – 264
2018
Q3 		$91K Sell
845
-509
-38% -$50.9K 0.04% 188
2018
Q2 		$116K Buy
1,354
+733
+118% +$60.2K 0.09% 126
2018
Q1 		$49K Buy
621
+271
+77% +$21.8K 0.04% 163
2017
Q4 		$29K Buy
350
+151
+76% +$12.8K 0.03% 158
2017
Q3 		$17K Buy
199
+49
+33% +$4.02K 0.02% 175
2017
Q2 		$12K Hold
150
– – 0.02% 156
2017
Q1 		$12K Hold
150
– – 0.02% 148
2016
Q4 		$11K Buy
+150
New +$11.2K 0.02% 169

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

Legacy Advisors's LLY Position: Q2 2026 in Review

Legacy Advisors increased its Eli Lilly (LLY) stake by 21% in Q2 2026, buying an estimated $386K and bringing the position to 2,152 shares worth $2.58M. The position accounts for 0.24% of the portfolio, ranked #54.

Legacy Advisors first reported a position in LLY in Q4 2016 and has held it in 28 quarters since. The position peaked at $6.8M in Q3 2024. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Legacy Advisors held 2,152 shares of Eli Lilly worth $2.58M as of Q2 2026.
  • Legacy Advisors bought 378 Eli Lilly shares in Q2 2026, an estimated $386K.
  • Eli Lilly made up 0.24% of Legacy Advisors's portfolio in Q2 2026, its #54 holding.
  • Legacy Advisors first reported a position in Eli Lilly in Q4 2016 and has held it in 28 quarters since.
  • Legacy Advisors's Eli Lilly position peaked at $6.8M in Q3 2024.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.