N.E.W. Advisory Services’s Eli Lilly LLY Stock Holding History

N.E.W. Advisory Services’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	$1.17M	Buy	976 +71	+8%	+$72.5K	0.08%	93
2026 Q1	$832K	Buy	905 +242	+37%	+$245K	0.06%	108
2025 Q4	$713K	Hold	663	–	–	0.05%	117
2025 Q3	$506K	Buy	663 +1	+0.2%	+$744	0.05%	116
2025 Q2	$516K	Sell	662 -398	-38%	-$309K	0.05%	112
2025 Q1	$876K	Buy	1,060 +345	+48%	+$287K	0.07%	89
2024 Q4	$551K	Sell	715 -7	-1%	-$5.8K	0.05%	108
2024 Q3	$640K	Hold	722	–	–	0.06%	96
2024 Q2	$654K	Buy	722 +40	+6%	+$32K	0.07%	90
2024 Q1	$531K	Sell	682 -5	-0.7%	-$3.56K	0.06%	98
2023 Q4	$401K	Buy	687 +11	+2%	+$6.42K	0.05%	115
2023 Q3	$363K	Buy	676 +100	+17%	+$51.5K	0.05%	112
2023 Q2	$270K	Buy	+576	New	+$242K	0.04%	114

Other funds holding LLY

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

N.E.W. Advisory Services's LLY Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Eli Lilly (LLY) stake by 7.8% in Q2 2026, buying an estimated $72.5K and bringing the position to 976 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #93.

N.E.W. Advisory Services first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 2,861 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

N.E.W. Advisory Services held 976 shares of Eli Lilly worth $1.17M as of Q2 2026.
N.E.W. Advisory Services bought 71 Eli Lilly shares in Q2 2026, an estimated $72.5K.
Eli Lilly made up 0.08% of N.E.W. Advisory Services's portfolio in Q2 2026, its #93 holding.
N.E.W. Advisory Services first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
2,861 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.