Peak Financial Management’s Eli Lilly LLY Stock Holding History

Peak Financial Management’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	$384K	Buy	+320	New	+$327K	0.09%	68
2026 Q1	–	Sell	-291	Closed	-$313K	–	102
2025 Q4	$313K	Sell	291 -25	-8%	-$23.9K	0.08%	74
2025 Q3	$241K	Buy	316 +30	+10%	+$22.3K	0.06%	84
2025 Q2	$223K	Sell	286 -34	-11%	-$26.4K	0.06%	89
2025 Q1	$264K	Sell	320 -45	-12%	-$37.4K	0.08%	76
2024 Q4	$282K	Buy	365 +136	+59%	+$113K	0.08%	77
2024 Q3	$203K	Sell	229 -189	-45%	-$170K	0.06%	98
2024 Q2	$378K	Sell	418 -235	-36%	-$188K	0.12%	68
2024 Q1	$508K	Buy	653 +263	+67%	+$187K	0.16%	54
2023 Q4	$227K	Buy	+390	New	+$228K	0.08%	79
2023 Q3	–	Sell	-584	Closed	-$274K	–	75
2023 Q2	$274K	Buy	+584	New	+$245K	0.1%	71

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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) 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Peak Financial Management opened a new position in Eli Lilly (LLY) in Q2 2026: 320 shares worth $384K. The stake represents 0.09% of the portfolio and ranks #68 among its holdings. This is a return to the name: Peak Financial Management previously reported a position in LLY as recently as Q4 2025.

Peak Financial Management first reported a position in LLY in Q2 2023 and has held it in 11 quarters since. The position peaked at $508K in Q1 2024. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Peak Financial Management held 320 shares of Eli Lilly worth $384K as of Q2 2026.
Eli Lilly was a new Peak Financial Management position in Q2 2026.
Eli Lilly made up 0.09% of Peak Financial Management's portfolio in Q2 2026, its #68 holding.
Peak Financial Management first reported a position in Eli Lilly in Q2 2023 and has held it in 11 quarters since.
Peak Financial Management's Eli Lilly position peaked at $508K in Q1 2024.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.