SCA
LLY icon

Sandy Cove Advisors’s Eli Lilly LLY Stock Holding History

Sandy Cove 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 		$2.74M Buy
2,284
+123
+6% +$126K 0.69% 28
2026
Q1 		$1.99M Buy
2,161
+2
+0.1% +$2.03K 0.6% 28
2025
Q4 		$2.32M Buy
2,159
+102
+5% +$97.5K 0.69% 27
2025
Q3 		$1.57M Sell
2,057
-116
-5% -$86.3K 0.5% 30
2025
Q2 		$1.69M Buy
2,173
+174
+9% +$135K 0.61% 25
2025
Q1 		$1.65M Sell
1,999
-125
-6% -$104K 0.66% 23
2024
Q4 		$1.64M Buy
2,124
+115
+6% +$95.2K 0.64% 26
2024
Q3 		$1.78M Sell
2,009
-53
-3% -$47.6K 0.73% 23
2024
Q2 		$1.87M Sell
2,062
-89
-4% -$71.2K 0.83% 22
2024
Q1 		$1.67M Sell
2,151
-90
-4% -$64K 0.77% 22
2023
Q4 		$1.31M Buy
2,241
+17
+0.8% +$9.92K 0.67% 26
2023
Q3 		$1.19M Buy
2,224
+1
+0% +$515 0.69% 26
2023
Q2 		$1.04M Buy
2,223
+372
+20% +$156K 0.59% 33
2023
Q1 		$636K Hold
1,851
– – 0.46% 43
2022
Q4 		$677K Buy
1,851
+186
+11% +$65.9K 0.55% 34
2022
Q3 		$538K Hold
1,665
– – 0.48% 34
2022
Q2 		$540K Buy
1,665
+65
+4% +$19.5K 0.49% 37
2022
Q1 		$458K Hold
1,600
– – 0.38% 45
2021
Q4 		$442K Buy
+1,600
New +$406K 0.37% 46

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
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
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
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Sandy Cove Advisors's LLY Position: Q2 2026 in Review

Sandy Cove Advisors increased its Eli Lilly (LLY) stake by 5.7% in Q2 2026, buying an estimated $126K and bringing the position to 2,284 shares worth $2.74M. The position accounts for 0.69% of the portfolio, ranked #28.

Sandy Cove Advisors first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 1,128 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Sandy Cove Advisors held 2,284 shares of Eli Lilly worth $2.74M as of Q2 2026.
  • Sandy Cove Advisors bought 123 Eli Lilly shares in Q2 2026, an estimated $126K.
  • Eli Lilly made up 0.69% of Sandy Cove Advisors's portfolio in Q2 2026, its #28 holding.
  • Sandy Cove Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 1,128 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.