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Peak Financial Advisors’s Eli Lilly LLY Stock Holding History

Peak Financial Advisors’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 		$3.89M Buy
+3,242
New +$3.31M 1.61% 13
2024
Q3 		– Sell
-3,684
Closed -$3.34M – 86
2024
Q2 		$3.34M Buy
3,684
+34
+0.9% +$27.2K 1.91% 11
2024
Q1 		$2.84M Sell
3,650
-354
-9% -$252K 1.73% 25
2023
Q4 		$2.33M Buy
+4,004
New +$2.34M 1.56% 30

Other funds holding LLY

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Peak Financial Advisors's LLY Position: Q2 2026 in Review

Peak Financial Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 3,242 shares worth $3.89M. The stake represents 1.61% of the portfolio and ranks #13 among its holdings. This is a return to the name: Peak Financial Advisors previously reported a position in LLY as recently as Q2 2024.

Peak Financial Advisors first reported a position in LLY in Q4 2023 and has held it in 4 quarters since. 893 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Peak Financial Advisors held 3,242 shares of Eli Lilly worth $3.89M as of Q2 2026.
  • Eli Lilly was a new Peak Financial Advisors position in Q2 2026.
  • Eli Lilly made up 1.61% of Peak Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Peak Financial Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 4 quarters since.
  • 893 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.