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Northstar Financial Companies’s Eli Lilly LLY Stock Holding History

Northstar Financial Companies’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 		$2.52M Buy
2,098
+273
+15% +$279K 1.7% 17
2026
Q1 		$1.68M Buy
1,825
+345
+23% +$350K 1.33% 21
2025
Q4 		$1.59M Buy
1,480
+640
+76% +$612K 1.27% 21
2025
Q3 		$641K Buy
840
+502
+149% +$374K 0.59% 41
2025
Q2 		$263K Sell
338
-778
-70% -$605K 0.27% 85
2025
Q1 		$922K Buy
1,116
+35
+3% +$29.1K 1% 23
2024
Q4 		$835K Buy
+1,081
New +$895K 0.79% 27

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Northstar Financial Companies's LLY Position: Q2 2026 in Review

Northstar Financial Companies increased its Eli Lilly (LLY) stake by 15% in Q2 2026, buying an estimated $279K and bringing the position to 2,098 shares worth $2.52M. The position accounts for 1.7% of the portfolio, ranked #17.

Northstar Financial Companies first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 2,851 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Northstar Financial Companies held 2,098 shares of Eli Lilly worth $2.52M as of Q2 2026.
  • Northstar Financial Companies bought 273 Eli Lilly shares in Q2 2026, an estimated $279K.
  • Eli Lilly made up 1.7% of Northstar Financial Companies's portfolio in Q2 2026, its #17 holding.
  • Northstar Financial Companies first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 2,851 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.