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Samalin Investment Counsel’s Eli Lilly LLY Stock Holding History

Samalin Investment Counsel’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 		$976K Sell
814
-26
-3% -$26.6K 0.31% 82
2026
Q1 		$772K Sell
840
-68
-7% -$68.9K 0.27% 103
2025
Q4 		$975K Buy
908
+34
+4% +$32.5K 0.35% 75
2025
Q3 		$667K Buy
874
+90
+11% +$67K 0.23% 127
2025
Q2 		$612K Sell
784
-667
-46% -$518K 0.23% 125
2025
Q1 		$1.2M Sell
1,451
-1,146
-44% -$954K 0.49% 50
2024
Q4 		$2.01M Sell
2,597
-210
-7% -$174K 0.86% 25
2024
Q3 		$2.49M Sell
2,807
-224
-7% -$201K 1.08% 19
2024
Q2 		$2.74M Sell
3,031
-15
-0.5% -$12K 1.28% 13
2024
Q1 		$2.37M Sell
3,046
-56
-2% -$39.9K 1.13% 19
2023
Q4 		$1.81M Sell
3,102
-54
-2% -$31.5K 0.91% 20
2023
Q3 		$1.7M Sell
3,156
-262
-8% -$135K 0.97% 24
2023
Q2 		$1.6M Buy
3,418
+2
+0.1% +$839 0.87% 28
2023
Q1 		$1.17M Sell
3,416
-41
-1% -$13.8K 0.71% 35
2022
Q4 		$1.26M Sell
3,457
-171
-5% -$60.6K 0.8% 33
2022
Q3 		$1.17M Sell
3,628
-169
-4% -$53.5K 0.86% 31
2022
Q2 		$1.23M Buy
3,797
+407
+12% +$122K 0.87% 32
2022
Q1 		$971K Buy
3,390
+165
+5% +$42.5K 0.59% 43
2021
Q4 		$891K Buy
3,225
+1,389
+76% +$352K 0.54% 47
2021
Q3 		$424K Buy
1,836
+104
+6% +$25.7K 0.28% 114
2021
Q2 		$398K Hold
1,732
– – 0.26% 131
2021
Q1 		$323K Buy
1,732
+50
+3% +$9.78K 0.22% 159
2020
Q4 		$284K Sell
1,682
-570
-25% -$85.1K 0.21% 161
2020
Q3 		$333K Sell
2,252
-58
-3% -$8.98K 0.3% 107
2020
Q2 		$379K Sell
2,310
-502
-18% -$77.1K 0.4% 77
2020
Q1 		$390K Sell
2,812
-97
-3% -$13.3K 0.52% 61
2019
Q4 		$382K Buy
+2,909
New +$337K 0.32% 84

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

Samalin Investment Counsel's LLY Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Eli Lilly (LLY) stake by 3.1% in Q2 2026, selling an estimated $26.6K and leaving 814 shares worth $976K. The position accounts for 0.31% of the portfolio, ranked #82.

Samalin Investment Counsel first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.74M in Q2 2024. 1,717 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Samalin Investment Counsel held 814 shares of Eli Lilly worth $976K as of Q2 2026.
  • Samalin Investment Counsel sold 26 Eli Lilly shares in Q2 2026, an estimated $26.6K.
  • Eli Lilly made up 0.31% of Samalin Investment Counsel's portfolio in Q2 2026, its #82 holding.
  • Samalin Investment Counsel first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • Samalin Investment Counsel's Eli Lilly position peaked at $2.74M in Q2 2024.
  • 1,717 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.