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Perryman Financial Advisory’s Eli Lilly LLY Stock Holding History

Perryman Financial Advisory’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 		$2.88M Buy
2,398
+409
+21% +$418K 0.38% 59
2026
Q1 		$1.83M Buy
1,989
+59
+3% +$59.8K 0.27% 67
2025
Q4 		$2.07M Buy
+1,930
New +$1.85M 0.3% 65

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
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
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Perryman Financial Advisory's LLY Position: Q2 2026 in Review

Perryman Financial Advisory increased its Eli Lilly (LLY) stake by 21% in Q2 2026, buying an estimated $418K and bringing the position to 2,398 shares worth $2.88M. The position accounts for 0.38% of the portfolio, ranked #59.

Perryman Financial Advisory first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 2,000 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Perryman Financial Advisory held 2,398 shares of Eli Lilly worth $2.88M as of Q2 2026.
  • Perryman Financial Advisory bought 409 Eli Lilly shares in Q2 2026, an estimated $418K.
  • Eli Lilly made up 0.38% of Perryman Financial Advisory's portfolio in Q2 2026, its #59 holding.
  • Perryman Financial Advisory first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 2,000 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.