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PFG Private Wealth Management’s Eli Lilly LLY Stock Holding History

PFG Private Wealth 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 		$630K Buy
525
+140
+36% +$143K 0.27% 29
2026
Q1 		$354K Sell
385
-223
-37% -$226K 0.15% 47
2025
Q4 		$654K Buy
+608
New +$581K 0.29% 24
2025
Q3 		– Sell
-457
Closed -$356K – 144
2025
Q2 		$356K Buy
457
+23
+5% +$17.9K 0.18% 38
2025
Q1 		$358K Sell
434
-34
-7% -$28.3K 0.19% 36
2024
Q4 		$361K Buy
468
+5
+1% +$4.14K 0.21% 31
2024
Q3 		$410K Sell
463
-2
-0.4% -$1.8K 0.24% 33
2024
Q2 		$421K Sell
465
-1
-0.2% -$800 0.26% 31
2024
Q1 		$363K Sell
466
-157
-25% -$112K 0.23% 33
2023
Q4 		$363K Buy
623
+286
+85% +$167K 0.24% 27
2023
Q3 		$181K Buy
337
+95
+39% +$49K 0.13% 36
2023
Q2 		$113K Sell
242
-528
-69% -$221K 0.07% 89
2023
Q1 		$264K Buy
770
+400
+108% +$135K 0.17% 31
2022
Q4 		$135K Buy
370
+104
+39% +$36.9K 0.08% 69
2022
Q3 		$86K Sell
266
-58
-18% -$18.4K 0.06% 90
2022
Q2 		$105K Sell
324
-79
-20% -$23.7K 0.06% 93
2022
Q1 		$115K Sell
403
-3
-0.7% -$772 0.06% 92
2021
Q4 		$112K Sell
406
-26
-6% -$6.59K 0.06% 81
2021
Q3 		$100K Buy
+432
New +$107K 0.06% 70

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 Private Wealth Management's LLY Position: Q2 2026 in Review

PFG Private Wealth Management increased its Eli Lilly (LLY) stake by 36% in Q2 2026, buying an estimated $143K and bringing the position to 525 shares worth $630K. The position accounts for 0.27% of the portfolio, ranked #29.

PFG Private Wealth Management first reported a position in LLY in Q3 2021 and has held it in 19 quarters since. The position peaked at $654K in Q4 2025. 1,333 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • PFG Private Wealth Management held 525 shares of Eli Lilly worth $630K as of Q2 2026.
  • PFG Private Wealth Management bought 140 Eli Lilly shares in Q2 2026, an estimated $143K.
  • Eli Lilly made up 0.27% of PFG Private Wealth Management's portfolio in Q2 2026, its #29 holding.
  • PFG Private Wealth Management first reported a position in Eli Lilly in Q3 2021 and has held it in 19 quarters since.
  • PFG Private Wealth Management's Eli Lilly position peaked at $654K in Q4 2025.
  • 1,333 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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