LI
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LVZ Inc’s Eli Lilly LLY Stock Holding History

LVZ Inc’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 		$1.73M Sell
1,441
-92
-6% -$94K 0.18% 41
2026
Q1 		$1.41M Buy
1,533
+23
+2% +$23.3K 0.16% 41
2025
Q4 		$1.62M Buy
1,510
+77
+5% +$73.6K 0.18% 43
2025
Q3 		$1.09M Buy
1,433
+336
+31% +$250K 0.12% 53
2025
Q2 		$855K Buy
1,097
+5
+0.5% +$3.88K 0.1% 62
2025
Q1 		$902K Buy
1,092
+81
+8% +$67.4K 0.12% 53
2024
Q4 		$780K Buy
1,011
+107
+12% +$88.6K 0.1% 56
2024
Q3 		$801K Buy
904
+84
+10% +$75.5K 0.1% 54
2024
Q2 		$742K Sell
820
-10
-1% -$8K 0.1% 54
2024
Q1 		$646K Sell
830
-5
-0.6% -$3.56K 0.09% 57
2023
Q4 		$487K Buy
835
+288
+53% +$168K 0.07% 70
2023
Q3 		$294K Sell
547
-46
-8% -$23.7K 0.05% 85
2023
Q2 		$278K Sell
593
-20
-3% -$8.39K 0.04% 116
2023
Q1 		$211K Buy
613
+18
+3% +$6.07K 0.03% 135
2022
Q4 		$218K Buy
+595
New +$211K 0.03% 132

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

LVZ Inc's LLY Position: Q2 2026 in Review

LVZ Inc reduced its Eli Lilly (LLY) stake by 6% in Q2 2026, selling an estimated $94K and leaving 1,441 shares worth $1.73M. The position accounts for 0.18% of the portfolio, ranked #41.

LVZ Inc first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 1,842 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • LVZ Inc held 1,441 shares of Eli Lilly worth $1.73M as of Q2 2026.
  • LVZ Inc sold 92 Eli Lilly shares in Q2 2026, an estimated $94K.
  • Eli Lilly made up 0.18% of LVZ Inc's portfolio in Q2 2026, its #41 holding.
  • LVZ Inc first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 1,842 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.