Saxony Capital Management’s Eli Lilly LLY Stock Holding History

Saxony Capital 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	$2.76M	Buy	2,303 +113	+5%	+$115K	1.27%	21
2026 Q1	$2.01M	Buy	2,190 +2	+0.1%	+$2.03K	1.17%	22
2025 Q4	$2.35M	Sell	2,188 -25	-1%	-$23.9K	1.44%	18
2025 Q3	$1.69M	Buy	2,213 +40	+2%	+$29.8K	1.11%	27
2025 Q2	$1.69M	Buy	2,173 +29	+1%	+$22.5K	1.3%	29
2025 Q1	$1.77M	Sell	2,144 -52	-2%	-$43.3K	1.55%	21
2024 Q4	$1.69M	Sell	2,196 -90	-4%	-$74.5K	1.49%	20
2024 Q3	$2.03M	Buy	2,286 +165	+8%	+$148K	1.85%	15
2024 Q2	$1.92M	Buy	2,121 +297	+16%	+$238K	2.11%	9
2024 Q1	$1.42M	Buy	1,824 +301	+20%	+$214K	1.71%	17
2023 Q4	$888K	Buy	+1,523	New	+$889K	1.18%	27

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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) 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Saxony Capital Management's LLY Position: Q2 2026 in Review

Saxony Capital Management increased its Eli Lilly (LLY) stake by 5.2% in Q2 2026, buying an estimated $115K and bringing the position to 2,303 shares worth $2.76M. The position accounts for 1.27% of the portfolio, ranked #21.

Saxony Capital Management first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 1,943 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Saxony Capital Management held 2,303 shares of Eli Lilly worth $2.76M as of Q2 2026.
Saxony Capital Management bought 113 Eli Lilly shares in Q2 2026, an estimated $115K.
Eli Lilly made up 1.27% of Saxony Capital Management's portfolio in Q2 2026, its #21 holding.
Saxony Capital Management first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
1,943 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.