Legacy Advisory Services’s Eli Lilly LLY Stock Holding History

Legacy Advisory Services’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	$232K	Buy	+193	New	+$197K	0.16%	50
2025 Q4	–	Sell	-265	Closed	-$202K	–	51
2025 Q3	$202K	Buy	+265	New	+$197K	0.15%	50
2025 Q2	–	Sell	-538	Closed	-$444K	–	48
2025 Q1	$444K	Buy	538 +23	+4%	+$19.1K	0.38%	31
2024 Q4	$398K	Buy	515 +134	+35%	+$111K	0.34%	39
2024 Q3	$338K	Buy	+381	New	+$343K	0.29%	44

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

Legacy Advisory Services's LLY Position: Q2 2026 in Review

Legacy Advisory Services opened a new position in Eli Lilly (LLY) in Q2 2026: 193 shares worth $232K. The stake represents 0.16% of the portfolio and ranks #50 among its holdings. This is a return to the name: Legacy Advisory Services previously reported a position in LLY as recently as Q3 2025.

Legacy Advisory Services first reported a position in LLY in Q3 2024 and has held it in 5 quarters since. The position peaked at $444K in Q1 2025. 1,393 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Legacy Advisory Services held 193 shares of Eli Lilly worth $232K as of Q2 2026.
Eli Lilly was a new Legacy Advisory Services position in Q2 2026.
Eli Lilly made up 0.16% of Legacy Advisory Services's portfolio in Q2 2026, its #50 holding.
Legacy Advisory Services first reported a position in Eli Lilly in Q3 2024 and has held it in 5 quarters since.
Legacy Advisory Services's Eli Lilly position peaked at $444K in Q1 2025.
1,393 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.