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New Perspectives Inc’s Eli Lilly LLY Stock Holding History

New Perspectives Inc’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 		$1.22M Hold
1,014
– – 0.37% 16
2026
Q1 		$933K Hold
1,014
– – 0.32% 17
2025
Q4 		$1.09M Sell
1,014
-83
-8% -$79.4K 0.38% 16
2025
Q3 		$837K Hold
1,097
– – 0.37% 18
2025
Q2 		$855K Hold
1,097
– – 0.42% 16
2025
Q1 		$906K Hold
1,097
– – 0.48% 16
2024
Q4 		$847K Hold
1,097
– – 0.45% 15
2024
Q3 		$972K Buy
+1,097
New +$986K 0.52% 15

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New Perspectives Inc's LLY Position: Q2 2026 in Review

New Perspectives Inc held its Eli Lilly (LLY) position steady in Q2 2026 at 1,014 shares worth $1.22M. The position accounts for 0.37% of the portfolio, ranked #16.

New Perspectives Inc first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • New Perspectives Inc held 1,014 shares of Eli Lilly worth $1.22M as of Q2 2026.
  • New Perspectives Inc left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.37% of New Perspectives Inc's portfolio in Q2 2026, its #16 holding.
  • New Perspectives Inc first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.