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Legacy Financial Strategies’s Eli Lilly LLY Stock Holding History

Legacy Financial Strategies’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 		$1.01M Buy
844
+63
+8% +$64.4K 0.16% 62
2026
Q1 		$719K Buy
781
+18
+2% +$18.2K 0.13% 68
2025
Q4 		$820K Buy
763
+8
+1% +$7.65K 0.15% 67
2025
Q3 		$576K Sell
755
-44
-6% -$32.7K 0.1% 75
2025
Q2 		$623K Buy
799
+71
+10% +$55.2K 0.12% 69
2025
Q1 		$602K Buy
728
+43
+6% +$35.8K 0.13% 64
2024
Q4 		$533K Sell
685
-80
-10% -$66.2K 0.11% 72
2024
Q3 		$678K Buy
765
+50
+7% +$45K 0.15% 61
2024
Q2 		$642K Buy
715
+21
+3% +$16.8K 0.15% 60
2024
Q1 		$540K Buy
694
+61
+10% +$43.4K 0.14% 57
2023
Q4 		$369K Hold
633
– – 0.11% 60
2023
Q3 		$392K Hold
633
– – 0.13% 57
2023
Q2 		$297K Sell
633
-41
-6% -$17.2K 0.1% 61
2023
Q1 		$232K Hold
674
– – 0.09% 67
2022
Q4 		$247K Buy
674
+41
+6% +$14.5K 0.1% 60
2022
Q3 		$205K Hold
633
– – 0.1% 61
2022
Q2 		$205K Buy
+633
New +$190K 0.1% 61

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 Financial Strategies's LLY Position: Q2 2026 in Review

Legacy Financial Strategies increased its Eli Lilly (LLY) stake by 8.1% in Q2 2026, buying an estimated $64.4K and bringing the position to 844 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #62.

Legacy Financial Strategies first reported a position in LLY in Q2 2022 and has held it in 17 quarters since. 1,793 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Legacy Financial Strategies held 844 shares of Eli Lilly worth $1.01M as of Q2 2026.
  • Legacy Financial Strategies bought 63 Eli Lilly shares in Q2 2026, an estimated $64.4K.
  • Eli Lilly made up 0.16% of Legacy Financial Strategies's portfolio in Q2 2026, its #62 holding.
  • Legacy Financial Strategies first reported a position in Eli Lilly in Q2 2022 and has held it in 17 quarters since.
  • 1,793 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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