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Nadler Financial Group’s Eli Lilly LLY Stock Holding History

Nadler 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 		$2.12M Buy
1,767
+36
+2% +$36.8K 0.18% 42
2026
Q1 		$1.59M Sell
1,731
-676
-28% -$685K 0.15% 47
2025
Q4 		$2.59M Sell
2,407
-125
-5% -$120K 0.24% 38
2025
Q3 		$1.93M Buy
2,532
+125
+5% +$93K 0.18% 42
2025
Q2 		$1.88M Sell
2,407
-105
-4% -$81.6K 0.19% 41
2025
Q1 		$2.07M Sell
2,512
-229
-8% -$191K 0.23% 39
2024
Q4 		$2.12M Buy
2,741
+210
+8% +$174K 0.22% 38
2024
Q3 		$2.24M Buy
2,531
+8
+0.3% +$7.19K 0.25% 38
2024
Q2 		$2.28M Buy
2,523
+66
+3% +$52.8K 0.27% 35
2024
Q1 		$1.91M Buy
2,457
+30
+1% +$21.4K 0.24% 37
2023
Q4 		$1.41M Buy
2,427
+65
+3% +$37.9K 0.19% 40
2023
Q3 		$1.27M Buy
2,362
+150
+7% +$77.3K 0.19% 41
2023
Q2 		$1.04M Buy
2,212
+197
+10% +$82.6K 0.15% 46
2023
Q1 		$692K Buy
2,015
+375
+23% +$126K 0.11% 56
2022
Q4 		$600K Buy
1,640
+70
+4% +$24.8K 0.1% 54
2022
Q3 		$508K Hold
1,570
– – 0.1% 59
2022
Q2 		$509K Sell
1,570
-4
-0.3% -$1.2K 0.09% 62
2022
Q1 		$451K Buy
1,574
+4
+0.3% +$1.03K 0.07% 71
2021
Q4 		$434K Hold
1,570
– – 0.06% 77
2021
Q3 		$363K Hold
1,570
– – 0.06% 78
2021
Q2 		$360K Hold
1,570
– – 0.06% 77
2021
Q1 		$293K Hold
1,570
– – 0.05% 87
2020
Q4 		$265K Buy
1,570
+70
+5% +$10.5K 0.05% 89
2020
Q3 		$222K Hold
1,500
– – 0.05% 90
2020
Q2 		$246K Hold
1,500
– – 0.06% 81
2020
Q1 		$208K Buy
+1,500
New +$206K 0.06% 82
2016
Q4 		– Sell
-2,650
Closed -$213K – 86
2016
Q3 		$213K Buy
+2,650
New +$212K 0.08% 75

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Nadler Financial Group increased its Eli Lilly (LLY) stake by 2.1% in Q2 2026, buying an estimated $36.8K and bringing the position to 1,767 shares worth $2.12M. The position accounts for 0.18% of the portfolio, ranked #42.

Nadler Financial Group first reported a position in LLY in Q3 2016 and has held it in 27 quarters since. The position peaked at $2.59M in Q4 2025. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Nadler Financial Group held 1,767 shares of Eli Lilly worth $2.12M as of Q2 2026.
  • Nadler Financial Group bought 36 Eli Lilly shares in Q2 2026, an estimated $36.8K.
  • Eli Lilly made up 0.18% of Nadler Financial Group's portfolio in Q2 2026, its #42 holding.
  • Nadler Financial Group first reported a position in Eli Lilly in Q3 2016 and has held it in 27 quarters since.
  • Nadler Financial Group's Eli Lilly position peaked at $2.59M in Q4 2025.
  • 2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.