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PFG Investments’s Eli Lilly LLY Stock Holding History

PFG Investments’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 		$13M Buy
10,863
+1,219
+13% +$1.25M 0.5% 33
2026
Q1 		$8.87M Buy
9,644
+1,028
+12% +$1.04M 0.41% 44
2025
Q4 		$9.26M Sell
8,616
-1,000
-10% -$956K 0.44% 40
2025
Q3 		$7.34M Buy
9,616
+491
+5% +$365K 0.38% 49
2025
Q2 		$7.11M Buy
9,125
+69
+0.8% +$53.6K 0.42% 46
2025
Q1 		$7.48M Buy
9,056
+222
+3% +$185K 0.48% 37
2024
Q4 		$6.82M Buy
8,834
+1,262
+17% +$1.04M 0.42% 37
2024
Q3 		$6.71M Buy
7,572
+723
+11% +$650K 0.43% 38
2024
Q2 		$6.2M Sell
6,849
-5,114
-43% -$4.09M 0.44% 39
2024
Q1 		$9.31M Buy
11,963
+9,615
+409% +$6.84M 0.56% 29
2023
Q4 		$1.37M Sell
2,348
-90
-4% -$52.5K 0.25% 87
2023
Q3 		$1.31M Sell
2,438
-19
-0.8% -$9.79K 0.25% 81
2023
Q2 		$1.15M Buy
2,457
+155
+7% +$65K 0.2% 106
2023
Q1 		$791K Buy
+2,302
New +$776K 0.16% 138

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PFG Investments's LLY Position: Q2 2026 in Review

PFG Investments increased its Eli Lilly (LLY) stake by 13% in Q2 2026, buying an estimated $1.25M and bringing the position to 10,863 shares worth $13M. The position accounts for 0.5% of the portfolio, ranked #33.

PFG Investments first reported a position in LLY in Q1 2023 and has held it in 14 quarters since. 1,613 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • PFG Investments held 10,863 shares of Eli Lilly worth $13M as of Q2 2026.
  • PFG Investments bought 1,219 Eli Lilly shares in Q2 2026, an estimated $1.25M.
  • Eli Lilly made up 0.5% of PFG Investments's portfolio in Q2 2026, its #33 holding.
  • PFG Investments first reported a position in Eli Lilly in Q1 2023 and has held it in 14 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.