Monarch Capital Management’s Eli Lilly LLY Stock Holding History

Monarch Capital 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	$1.33M	Sell	1,108 -22	-2%	-$22.5K	0.3%	73
2026 Q1	$1.04M	Sell	1,130 -30	-3%	-$30.4K	0.25%	73
2025 Q4	$1.25M	Sell	1,160 -149	-11%	-$142K	0.31%	69
2025 Q3	$999K	Sell	1,309 -310	-19%	-$231K	0.24%	72
2025 Q2	$1.26M	Buy	1,619 +245	+18%	+$190K	0.34%	65
2025 Q1	$1.13M	Buy	1,374 +6	+0.4%	+$4.99K	0.32%	65
2024 Q4	$1.06M	Buy	1,368 +206	+18%	+$171K	0.29%	65
2024 Q3	$1.03M	Hold	1,162	–	–	0.28%	66
2024 Q2	$1.05M	Buy	1,162 +27	+2%	+$21.6K	0.31%	66
2024 Q1	$883K	Buy	1,135 +23	+2%	+$16.4K	0.25%	70
2023 Q4	$648K	Sell	1,112 -14	-1%	-$8.17K	0.2%	76
2023 Q3	$605K	Sell	1,126 -50	-4%	-$25.8K	0.19%	74
2023 Q2	$552K	Hold	1,176	–	–	0.17%	81
2023 Q1	$404K	Sell	1,176 -313	-21%	-$106K	0.12%	94
2022 Q4	$545K	Hold	1,489	–	–	0.17%	79
2022 Q3	$481K	Sell	1,489 -40	-3%	-$12.7K	0.16%	82
2022 Q2	$496K	Sell	1,529 -20	-1%	-$6K	0.15%	84
2022 Q1	$444K	Hold	1,549	–	–	0.12%	92
2021 Q4	$428K	Hold	1,549	–	–	0.11%	94
2021 Q3	$358K	Sell	1,549 -130	-8%	-$32.1K	0.1%	98
2021 Q2	$385K	Hold	1,679	–	–	0.11%	96
2021 Q1	$314K	Sell	1,679 -50	-3%	-$9.78K	0.09%	96
2020 Q4	$292K	Hold	1,729	–	–	0.09%	95
2020 Q3	$256K	Hold	1,729	–	–	0.09%	93
2020 Q2	$284K	Sell	1,729 -646	-27%	-$99.2K	0.1%	87
2020 Q1	$329K	Sell	2,375 -1,400	-37%	-$192K	0.13%	81
2019 Q4	$496K	Hold	3,775	–	–	0.16%	75
2019 Q3	$422K	Sell	3,775 -100	-3%	-$11.1K	0.15%	76
2019 Q2	$429K	Sell	3,875 -300	-7%	-$35.3K	0.15%	76
2019 Q1	$542K	Sell	4,175 -548	-12%	-$66.6K	0.2%	72
2018 Q4	$547K	Hold	4,723	–	–	0.22%	69
2018 Q3	$507K	Sell	4,723 -500	-10%	-$50K	0.18%	74
2018 Q2	$446K	Hold	5,223	–	–	0.17%	77
2018 Q1	$404K	Buy	5,223 +150	+3%	+$12.1K	0.16%	76
2017 Q4	$428K	Sell	5,073 -600	-11%	-$51.1K	0.16%	74
2017 Q3	$485K	Hold	5,673	–	–	0.18%	71
2017 Q2	$467K	Hold	5,673	–	–	0.18%	73
2017 Q1	$477K	Hold	5,673	–	–	0.17%	71
2016 Q4	$417K	Hold	5,673	–	–	0.16%	77
2016 Q3	$455K	Hold	5,673	–	–	0.17%	73
2016 Q2	$447K	Hold	5,673	–	–	0.17%	75
2016 Q1	$409K	Hold	5,673	–	–	0.15%	80
2015 Q4	$478K	Hold	5,673	–	–	0.18%	73
2015 Q3	$475K	Sell	5,673 -900	-14%	-$76K	0.19%	73
2015 Q2	$549K	Sell	6,573 -700	-10%	-$53.3K	0.21%	71
2015 Q1	$528K	Hold	7,273	–	–	0.2%	73
2014 Q4	$502K	Sell	7,273 -500	-6%	-$33.8K	0.19%	73
2014 Q3	$504K	Sell	7,773 -3,000	-28%	-$190K	0.2%	71
2014 Q2	$670K	Buy	10,773 +333	+3%	+$19.9K	0.26%	66
2014 Q1	$614K	Buy	10,440 +400	+4%	+$22.3K	0.24%	67
2013 Q4	$512K	Hold	10,040	–	–	0.2%	66
2013 Q3	$505K	Sell	10,040 -600	-6%	-$31.4K	0.21%	66
2013 Q2	$523K	Buy	+10,640	New	+$579K	0.23%	65

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Monarch Capital Management's LLY Position: Q2 2026 in Review

Monarch Capital Management reduced its Eli Lilly (LLY) stake by 1.9% in Q2 2026, selling an estimated $22.5K and leaving 1,108 shares worth $1.33M. The position accounts for 0.3% of the portfolio, ranked #73.

Monarch Capital Management first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. 1,717 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Monarch Capital Management held 1,108 shares of Eli Lilly worth $1.33M as of Q2 2026.
Monarch Capital Management sold 22 Eli Lilly shares in Q2 2026, an estimated $22.5K.
Eli Lilly made up 0.3% of Monarch Capital Management's portfolio in Q2 2026, its #73 holding.
Monarch Capital Management first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
1,717 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.