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Lockerman Financial Group’s Eli Lilly LLY Stock Holding History

Lockerman Financial Group’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 		$291K Sell
243
-5
-2% -$5.11K 0.45% 65
2026
Q1 		$228K Sell
248
-1
-0.4% -$1.01K 0.41% 80
2025
Q4 		$267K Sell
249
-368
-60% -$352K 0.51% 65
2025
Q3 		$470K Sell
617
-4
-0.6% -$2.98K 0.59% 44
2025
Q2 		$484K Sell
621
-1
-0.2% -$777 0.65% 43
2025
Q1 		$514K Buy
622
+3
+0.5% +$2.5K 0.78% 30
2024
Q4 		$478K Sell
619
-17
-3% -$14.1K 0.81% 33
2024
Q3 		$563K Buy
636
+22
+4% +$19.8K 0.95% 31
2024
Q2 		$556K Sell
614
-1
-0.2% -$800 1.01% 28
2024
Q1 		$479K Sell
615
-26
-4% -$18.5K 0.92% 31
2023
Q4 		$374K Sell
641
-10
-2% -$5.84K 0.86% 36
2023
Q3 		$350K Buy
651
+11
+2% +$5.67K 0.94% 36
2023
Q2 		$300K Sell
640
-66
-9% -$27.7K 0.83% 38
2023
Q1 		$242K Sell
706
-34
-5% -$11.5K 0.67% 55
2022
Q4 		$271K Sell
740
-88
-11% -$31.2K 0.79% 49
2022
Q3 		$268K Buy
828
+54
+7% +$17.1K 0.77% 39
2022
Q2 		$251K Buy
774
+44
+6% +$13.2K 0.8% 45
2022
Q1 		$209K Buy
+730
New +$188K 0.56% 70

Other funds holding LLY

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return