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Merit Financial Group’s Eli Lilly LLY Stock Holding History

Merit 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 		$55M Buy
45,883
+2,324
+5% +$2.37M 0.34% 59
2026
Q1 		$40.1M Buy
43,559
+5,525
+15% +$5.6M 0.3% 71
2025
Q4 		$40.9M Buy
38,034
+3,565
+10% +$3.41M 0.33% 61
2025
Q3 		$26.3M Buy
34,469
+2,039
+6% +$1.52M 0.24% 82
2025
Q2 		$25.3M Buy
32,430
+7,127
+28% +$5.54M 0.28% 67
2025
Q1 		$20.9M Buy
25,303
+4,752
+23% +$3.95M 0.31% 59
2024
Q4 		$15.9M Buy
20,551
+6,307
+44% +$5.22M 0.29% 67
2024
Q3 		$12.6M Sell
14,244
-1,371
-9% -$1.23M 0.28% 61
2024
Q2 		$14.1M Buy
15,615
+2,553
+20% +$2.04M 0.31% 56
2024
Q1 		$9.6M Buy
13,062
+8,528
+188% +$6.07M 0.23% 77
2023
Q4 		$2.64M Sell
4,534
-5,024
-53% -$2.93M 0.08% 164
2023
Q3 		$5.13M Buy
9,558
+234
+3% +$121K 0.17% 96
2023
Q2 		$4.37M Buy
9,324
+1,624
+21% +$681K 0.14% 110
2023
Q1 		$2.64M Buy
7,700
+1,601
+26% +$540K 0.1% 164
2022
Q4 		$2.23M Buy
6,099
+1,183
+24% +$419K 0.08% 182
2022
Q3 		$1.59M Sell
4,916
-4,089
-45% -$1.3M 0.07% 186
2022
Q2 		$2.92M Buy
9,005
+8,270
+1,125% +$2.48M 0.09% 138
2022
Q1 		$210K Buy
+735
New +$189K 0.01% 362

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Merit Financial Group's LLY Position: Q2 2026 in Review

Merit Financial Group increased its Eli Lilly (LLY) stake by 5.3% in Q2 2026, buying an estimated $2.37M and bringing the position to 45,883 shares worth $55M. The position accounts for 0.34% of the portfolio, ranked #59.

Merit Financial Group first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Merit Financial Group held 45,883 shares of Eli Lilly worth $55M as of Q2 2026.
  • Merit Financial Group bought 2,324 Eli Lilly shares in Q2 2026, an estimated $2.37M.
  • Eli Lilly made up 0.34% of Merit Financial Group's portfolio in Q2 2026, its #59 holding.
  • Merit Financial Group first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.