Lynch & Associates’s Eli Lilly LLY Stock Holding History

Lynch & Associates’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	$10.5M	Hold	8,738	–	–	1.83%	15
2026 Q1	$8.04M	Hold	8,738	–	–	1.51%	21
2025 Q4	$9.39M	Buy	8,738 +200	+2%	+$191K	1.78%	17
2025 Q3	$6.51M	Sell	8,538 -26	-0.3%	-$19.3K	1.26%	26
2025 Q2	$6.68M	Buy	8,564 +971	+13%	+$755K	1.35%	24
2025 Q1	$6.27M	Sell	7,593 -27	-0.4%	-$22.5K	1.36%	24
2024 Q4	$5.88M	Sell	7,620 -1	-0%	-$828	1.28%	29
2024 Q3	$6.75M	Sell	7,621 -100	-1%	-$89.9K	1.43%	23
2024 Q2	$6.99M	Hold	7,721	–	–	1.58%	19
2024 Q1	$6.01M	Buy	7,721 +143	+2%	+$102K	1.39%	24
2023 Q4	$4.42M	Sell	7,578 -106	-1%	-$61.9K	1.07%	32
2023 Q3	$4.13M	Sell	7,684 -25	-0.3%	-$12.9K	1.09%	31
2023 Q2	$3.62M	Sell	7,709 -348	-4%	-$146K	0.93%	38
2023 Q1	$2.77M	Buy	8,057 +230	+3%	+$77.6K	0.73%	45
2022 Q4	$2.86M	Hold	7,827	–	–	0.75%	46
2022 Q3	$2.53M	Sell	7,827 -5	-0.1%	-$1.58K	0.74%	45
2022 Q2	$2.54M	Sell	7,832 -100	-1%	-$30K	0.69%	45
2022 Q1	$2.27M	Sell	7,932 -25	-0.3%	-$6.43K	0.55%	49
2021 Q4	$2.2M	Sell	7,957 -500	-6%	-$127K	0.52%	50
2021 Q3	$1.95M	Hold	8,457	–	–	0.51%	53
2021 Q2	$1.94M	Hold	8,457	–	–	0.5%	54
2021 Q1	$1.58M	Sell	8,457 -25	-0.3%	-$4.89K	0.43%	58
2020 Q4	$1.43M	Buy	8,482 +1,000	+13%	+$149K	0.39%	55
2020 Q3	$1.11M	Buy	7,482 +1,975	+36%	+$306K	0.33%	58
2020 Q2	$904K	Hold	5,507	–	–	0.29%	62
2020 Q1	$764K	Sell	5,507 -157	-3%	-$21.6K	0.28%	61
2019 Q4	$744K	Hold	5,664	–	–	0.21%	68
2019 Q3	$633K	Sell	5,664 -375	-6%	-$41.8K	0.19%	70
2019 Q2	$669K	Hold	6,039	–	–	0.22%	68
2019 Q1	$784K	Hold	6,039	–	–	0.26%	60
2018 Q4	$699K	Sell	6,039 -150	-2%	-$16.8K	0.26%	62
2018 Q3	$664K	Sell	6,189 -100	-2%	-$10K	0.22%	69
2018 Q2	$537K	Sell	6,289 -12	-0.2%	-$986	0.19%	72
2018 Q1	$488K	Buy	6,301 +100	+2%	+$8.05K	0.19%	73
2017 Q4	$524K	Sell	6,201 -100	-2%	-$8.51K	0.2%	68
2017 Q3	$539K	Hold	6,301	–	–	0.21%	66
2017 Q2	$519K	Hold	6,301	–	–	0.21%	70
2017 Q1	$530K	Sell	6,301 -848	-12%	-$67.9K	0.22%	71
2016 Q4	$526K	Buy	7,149 +150	+2%	+$11.2K	0.22%	71
2016 Q3	$562K	Sell	6,999 -12	-0.2%	-$960	0.25%	72
2016 Q2	$552K	Hold	7,011	–	–	0.25%	70
2016 Q1	$505K	Sell	7,011 -800	-10%	-$60.5K	0.24%	70
2015 Q4	$658K	Buy	7,811 +25	+0.3%	+$2.08K	0.34%	60
2015 Q3	$652K	Sell	7,786 -63	-0.8%	-$5.32K	0.36%	62
2015 Q2	$655K	Sell	7,849 -50	-0.6%	-$3.81K	0.34%	62
2015 Q1	$574K	Buy	7,899 +70	+0.9%	+$4.98K	0.3%	68
2014 Q4	$540K	Sell	7,829 -500	-6%	-$33.8K	0.29%	65
2014 Q3	$540K	Sell	8,329 -2,130	-20%	-$135K	0.3%	67
2014 Q2	$650K	Buy	10,459 +2,718	+35%	+$162K	0.37%	62
2014 Q1	$456K	Buy	7,741 +2,585	+50%	+$144K	0.27%	70
2013 Q4	$263K	Hold	5,156	–	–	0.16%	86
2013 Q3	$260K	Sell	5,156 -16,702	-76%	-$874K	0.17%	86
2013 Q2	$1.07M	Buy	+21,858	New	+$1.19M	0.74%	40

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Lynch & Associates's LLY Position: Q2 2026 in Review

Lynch & Associates held its Eli Lilly (LLY) position steady in Q2 2026 at 8,738 shares worth $10.5M. The position accounts for 1.83% of the portfolio, ranked #15.

Lynch & Associates first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Lynch & Associates held 8,738 shares of Eli Lilly worth $10.5M as of Q2 2026.
Lynch & Associates left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 1.83% of Lynch & Associates's portfolio in Q2 2026, its #15 holding.
Lynch & Associates first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.