LRI Investments’s Eli Lilly LLY Stock Holding History

LRI Investments’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	$3.58M	Sell	2,982 -6	-0.2%	-$6.13K	0.29%	47
2026 Q1	$2.75M	Buy	2,988 +948	+46%	+$961K	0.24%	51
2025 Q4	$2.19M	Sell	2,040 -554	-21%	-$530K	0.18%	63
2025 Q3	$1.98M	Buy	2,594 +630	+32%	+$469K	0.16%	63
2025 Q2	$1.53M	Sell	1,964 -165	-8%	-$128K	0.13%	69
2025 Q1	$1.76M	Sell	2,129 -958	-31%	-$797K	0.17%	59
2024 Q4	$2.38M	Sell	3,087 -219	-7%	-$181K	0.23%	39
2024 Q3	$2.6M	Buy	3,306 +1,056	+47%	+$949K	0.25%	36
2024 Q2	$2.04M	Buy	2,250 +2,146	+2,063%	+$1.72M	0.23%	36
2024 Q1	$80.9K	Buy	+104	New	+$74K	0.02%	224

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

LRI Investments's LLY Position: Q2 2026 in Review

LRI Investments reduced its Eli Lilly (LLY) stake by 0.2% in Q2 2026, selling an estimated $6.13K and leaving 2,982 shares worth $3.58M. The position accounts for 0.29% of the portfolio, ranked #47.

LRI Investments first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 1,842 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

LRI Investments held 2,982 shares of Eli Lilly worth $3.58M as of Q2 2026.
LRI Investments sold 6 Eli Lilly shares in Q2 2026, an estimated $6.13K.
Eli Lilly made up 0.29% of LRI Investments's portfolio in Q2 2026, its #47 holding.
LRI Investments first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
1,842 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.