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Marshall Financial Group (Maryland)’s Eli Lilly LLY Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.93M Sell
1,613
-188
-10% -$192K 0.28% 72
2026
Q1 		$1.66M Sell
1,801
-46
-2% -$46.6K 0.27% 74
2025
Q4 		$1.98M Sell
1,847
-1,210
-40% -$1.16M 0.39% 57
2025
Q3 		$2.33M Buy
3,057
+69
+2% +$51.3K 0.45% 48
2025
Q2 		$2.31M Sell
2,988
-1,105
-27% -$859K 0.45% 44
2025
Q1 		$3.38M Sell
4,093
-79
-2% -$65.7K 0.74% 25
2024
Q4 		$3.22M Buy
4,172
+7
+0.2% +$5.8K 0.78% 24
2024
Q3 		$3.69M Sell
4,165
-67
-2% -$60.2K 0.88% 23
2024
Q2 		$3.83M Sell
4,232
-100
-2% -$80K 1.07% 19
2024
Q1 		$3.37M Hold
4,332
– – 0.97% 18
2023
Q4 		$2.53M Sell
4,332
-1,043
-19% -$609K 0.81% 27
2023
Q3 		$2.89M Sell
5,375
-158
-3% -$81.4K 1.04% 20
2023
Q2 		$2.6M Sell
5,533
-29
-0.5% -$12.2K 0.88% 26
2023
Q1 		$1.91M Sell
5,562
-331
-6% -$112K 0.69% 39
2022
Q4 		$2.16M Sell
5,893
-577
-9% -$205K 0.84% 34
2022
Q3 		$2.09M Sell
6,470
-3
-0% -$951 0.88% 21
2022
Q2 		$2.1M Sell
6,473
-571
-8% -$171K 0.84% 24
2022
Q1 		$2.02M Buy
7,044
+262
+4% +$67.4K 0.83% 19
2021
Q4 		$1.87M Buy
6,782
+554
+9% +$140K 0.69% 27
2021
Q3 		$1.44M Buy
6,228
+195
+3% +$48.1K 0.74% 21
2021
Q2 		$1.39M Sell
6,033
-1,215
-17% -$244K 0.75% 22
2021
Q1 		$1.35M Buy
7,248
+120
+2% +$23.5K 0.81% 36
2020
Q4 		$1.2M Buy
+7,128
New +$1.06M 0.79% 46

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

Marshall Financial Group (Maryland)'s LLY Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Eli Lilly (LLY) stake by 10% in Q2 2026, selling an estimated $192K and leaving 1,613 shares worth $1.93M. The position accounts for 0.28% of the portfolio, ranked #72.

Marshall Financial Group (Maryland) first reported a position in LLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.83M in Q2 2024. 1,844 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Marshall Financial Group (Maryland) held 1,613 shares of Eli Lilly worth $1.93M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 188 Eli Lilly shares in Q2 2026, an estimated $192K.
  • Eli Lilly made up 0.28% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #72 holding.
  • Marshall Financial Group (Maryland) first reported a position in Eli Lilly in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Eli Lilly position peaked at $3.83M in Q2 2024.
  • 1,844 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.