LifeSteps Financial’s Eli Lilly LLY Stock Holding History

LifeSteps Financial’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	$315K	Buy	263 +10	+4%	+$10.2K	0.15%	77
2026 Q1	$233K	Sell	253 -15	-6%	-$15.2K	0.15%	85
2025 Q4	$288K	Sell	268 -86	-24%	-$82.2K	0.18%	75
2025 Q3	$270K	Sell	354 -28	-7%	-$20.8K	0.17%	76
2025 Q2	$298K	Buy	382 +91	+31%	+$70.7K	0.2%	74
2025 Q1	$240K	Sell	291 -58	-17%	-$48.3K	0.19%	74
2024 Q4	$269K	Sell	349 -10	-3%	-$8.28K	0.21%	72
2024 Q3	$318K	Buy	359 +60	+20%	+$53.9K	0.25%	63
2024 Q2	$271K	Hold	299	–	–	0.22%	66
2024 Q1	$233K	Buy	+299	New	+$213K	0.18%	75

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

LifeSteps Financial's LLY Position: Q2 2026 in Review

LifeSteps Financial increased its Eli Lilly (LLY) stake by 4% in Q2 2026, buying an estimated $10.2K and bringing the position to 263 shares worth $315K. The position accounts for 0.15% of the portfolio, ranked #77.

LifeSteps Financial first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $318K in Q3 2024. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

LifeSteps Financial held 263 shares of Eli Lilly worth $315K as of Q2 2026.
LifeSteps Financial bought 10 Eli Lilly shares in Q2 2026, an estimated $10.2K.
Eli Lilly made up 0.15% of LifeSteps Financial's portfolio in Q2 2026, its #77 holding.
LifeSteps Financial first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
LifeSteps Financial's Eli Lilly position peaked at $318K in Q3 2024.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.