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Nikulski Financial’s Eli Lilly LLY Stock Holding History

Nikulski Financial’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 		$6.42M Buy
5,353
+347
+7% +$355K 1.39% 22
2026
Q1 		$4.6M Buy
5,006
+177
+4% +$179K 1.14% 26
2025
Q4 		$5.19M Buy
4,829
+1,365
+39% +$1.31M 1.24% 23
2025
Q3 		$2.64M Buy
3,464
+103
+3% +$76.6K 0.66% 47
2025
Q2 		$2.62M Buy
3,361
+380
+13% +$295K 0.72% 45
2025
Q1 		$2.46M Sell
2,981
-31
-1% -$25.8K 0.74% 42
2024
Q4 		$2.33M Buy
3,012
+143
+5% +$118K 0.68% 46
2024
Q3 		$2.54M Buy
2,869
+816
+40% +$734K 0.76% 42
2024
Q2 		$1.86M Buy
2,053
+135
+7% +$108K 0.59% 45
2024
Q1 		$1.49M Buy
1,918
+1,062
+124% +$756K 0.49% 54
2023
Q4 		$499K Hold
856
– – 0.18% 89
2023
Q3 		$460K Buy
856
+31
+4% +$16K 0.19% 88
2023
Q2 		$387K Sell
825
-75
-8% -$31.5K 0.16% 93
2023
Q1 		$309K Hold
900
– – 0.14% 105
2022
Q4 		$329K Hold
900
– – 0.16% 99
2022
Q3 		$291K Sell
900
-50
-5% -$15.8K 0.15% 98
2022
Q2 		$308K Hold
950
– – 0.15% 99
2022
Q1 		$272K Sell
950
-50
-5% -$12.9K 0.12% 108
2021
Q4 		$276K Hold
1,000
– – 0.12% 108
2021
Q3 		$231K Sell
1,000
-100
-9% -$24.7K 0.11% 107
2021
Q2 		$261K Hold
1,100
– – 0.12% 108
2021
Q1 		$206K Buy
+1,100
New +$215K 0.11% 119
2020
Q2 		– Sell
-1,500
Closed -$208K – 108
2020
Q1 		$208K Hold
1,500
– – 0.18% 94
2019
Q4 		$210K Buy
+1,500
New +$174K 0.15% 91

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
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

Nikulski Financial's LLY Position: Q2 2026 in Review

Nikulski Financial increased its Eli Lilly (LLY) stake by 6.9% in Q2 2026, buying an estimated $355K and bringing the position to 5,353 shares worth $6.42M. The position accounts for 1.39% of the portfolio, ranked #22.

Nikulski Financial first reported a position in LLY in Q4 2019 and has held it in 24 quarters since. 2,026 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Nikulski Financial held 5,353 shares of Eli Lilly worth $6.42M as of Q2 2026.
  • Nikulski Financial bought 347 Eli Lilly shares in Q2 2026, an estimated $355K.
  • Eli Lilly made up 1.39% of Nikulski Financial's portfolio in Q2 2026, its #22 holding.
  • Nikulski Financial first reported a position in Eli Lilly in Q4 2019 and has held it in 24 quarters since.
  • 2,026 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.