NJIM
LLY icon

Nabity-Jensen Investment Management’s Eli Lilly LLY Stock Holding History

Nabity-Jensen Investment 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 		$1.99M Hold
1,660
– – 1.22% 22
2026
Q1 		$1.53M Buy
1,660
+194
+13% +$197K 1.06% 23
2025
Q4 		$1.58M Buy
1,466
+53
+4% +$50.7K 1.07% 23
2025
Q3 		$1.08M Buy
1,413
+18
+1% +$13.4K 0.75% 27
2025
Q2 		$1.09M Buy
1,395
+4
+0.3% +$3.11K 0.8% 27
2025
Q1 		$1.15M Buy
1,391
+22
+2% +$18.3K 0.91% 26
2024
Q4 		$1.06M Buy
1,369
+164
+14% +$136K 0.8% 28
2024
Q3 		$1.07M Buy
1,205
+113
+10% +$102K 0.82% 28
2024
Q2 		$989K Buy
1,092
+110
+11% +$88K 0.81% 27
2024
Q1 		$764K Buy
982
+25
+3% +$17.8K 0.63% 33
2023
Q4 		$558K Buy
+957
New +$559K 0.5% 38

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nabity-Jensen Investment Management's LLY Position: Q2 2026 in Review

Nabity-Jensen Investment Management held its Eli Lilly (LLY) position steady in Q2 2026 at 1,660 shares worth $1.99M. The position accounts for 1.22% of the portfolio, ranked #22.

Nabity-Jensen Investment Management first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Nabity-Jensen Investment Management held 1,660 shares of Eli Lilly worth $1.99M as of Q2 2026.
  • Nabity-Jensen Investment Management left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 1.22% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #22 holding.
  • Nabity-Jensen Investment Management first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.