Legacy Wealth Management (Mississippi)’s Eli Lilly LLY Stock Holding History

Legacy Wealth Management (Mississippi)’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	$443K	Buy	369 +30	+9%	+$30.7K	0.11%	80
2026 Q1	$312K	Buy	339 +5	+1%	+$5.07K	0.09%	89
2025 Q4	$359K	Buy	334 +7	+2%	+$6.69K	0.1%	77
2025 Q3	$250K	Buy	327 +49	+18%	+$36.5K	0.08%	83
2025 Q2	$217K	Hold	278	–	–	0.07%	89
2025 Q1	$230K	Hold	278	–	–	0.08%	91
2024 Q4	$215K	Buy	+278	New	+$230K	0.09%	88

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 Wealth Management (Mississippi)'s LLY Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) increased its Eli Lilly (LLY) stake by 8.8% in Q2 2026, buying an estimated $30.7K and bringing the position to 369 shares worth $443K. The position accounts for 0.11% of the portfolio, ranked #80.

Legacy Wealth Management (Mississippi) first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Legacy Wealth Management (Mississippi) held 369 shares of Eli Lilly worth $443K as of Q2 2026.
Legacy Wealth Management (Mississippi) bought 30 Eli Lilly shares in Q2 2026, an estimated $30.7K.
Eli Lilly made up 0.11% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #80 holding.
Legacy Wealth Management (Mississippi) first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.