QFA
LLY icon

Quantum Financial Advisors’s Eli Lilly LLY Stock Holding History

Quantum 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 		$1.91M Buy
1,589
+36
+2% +$36.8K 0.19% 56
2026
Q1 		$1.43M Sell
1,553
-165
-10% -$167K 0.16% 58
2025
Q4 		$1.85M Buy
1,718
+229
+15% +$219K 0.21% 56
2025
Q3 		$1.14M Hold
1,489
– – 0.14% 68
2025
Q2 		$1.16M Buy
1,489
+381
+34% +$296K 0.16% 65
2025
Q1 		$915K Hold
1,108
– – 0.14% 72
2024
Q4 		$855K Sell
1,108
-40
-3% -$33.1K 0.13% 67
2024
Q3 		$1.02M Sell
1,148
-13
-1% -$11.7K 0.16% 64
2024
Q2 		$1.05M Buy
1,161
+35
+3% +$28K 0.18% 60
2024
Q1 		$876K Buy
1,126
+18
+2% +$12.8K 0.16% 66
2023
Q4 		$646K Hold
1,108
– – 0.16% 42
2023
Q3 		$595K Hold
1,108
– – 0.17% 45
2023
Q2 		$520K Hold
1,108
– – 0.15% 43
2023
Q1 		$380K Hold
1,108
– – 0.12% 53
2022
Q4 		$405K Hold
1,108
– – 0.18% 41
2022
Q3 		$358K Hold
1,108
– – 0.16% 40
2022
Q2 		$337K Buy
+1,108
New +$333K 0.13% 51

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

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

Quantum Financial Advisors increased its Eli Lilly (LLY) stake by 2.3% in Q2 2026, buying an estimated $36.8K and bringing the position to 1,589 shares worth $1.91M. The position accounts for 0.19% of the portfolio, ranked #56.

Quantum Financial Advisors first reported a position in LLY in Q2 2022 and has held it in 17 quarters since. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Quantum Financial Advisors held 1,589 shares of Eli Lilly worth $1.91M as of Q2 2026.
  • Quantum Financial Advisors bought 36 Eli Lilly shares in Q2 2026, an estimated $36.8K.
  • Eli Lilly made up 0.19% of Quantum Financial Advisors's portfolio in Q2 2026, its #56 holding.
  • Quantum Financial Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 17 quarters since.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.