MAM
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Milestone Asset Management’s Eli Lilly LLY Stock Holding History

Milestone Asset Management’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 		$7.7M Buy
6,415
+1,316
+26% +$1.34M 1.21% 14
2026
Q1 		$4.69M Buy
5,099
+4,342
+574% +$4.4M 0.86% 32
2025
Q4 		$814K Buy
757
+265
+54% +$253K 0.15% 121
2025
Q3 		$375K Sell
492
-8
-2% -$5.95K 0.07% 176
2025
Q2 		$390K Sell
500
-435
-47% -$338K 0.08% 161
2025
Q1 		$773K Sell
935
-10
-1% -$8.32K 0.16% 107
2024
Q4 		$730K Sell
945
-293
-24% -$243K 0.16% 132
2024
Q3 		$1.1M Buy
1,238
+61
+5% +$54.8K 0.25% 83
2024
Q2 		$1.07M Sell
1,177
-286
-20% -$229K 0.27% 79
2024
Q1 		$1.14M Buy
1,463
+681
+87% +$485K 0.33% 69
2023
Q4 		$456K Buy
782
+23
+3% +$13.4K 0.15% 40
2023
Q3 		$409K Buy
759
+30
+4% +$15.5K 0.14% 45
2023
Q2 		$342K Hold
729
– – 0.15% 43
2023
Q1 		$250K Hold
729
– – 0.14% 61
2022
Q4 		$249K Buy
+729
New +$258K 0.15% 57

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
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM