Second Half Financial Partners’s Eli Lilly LLY Stock Holding History

Second Half Financial Partners’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	$572K	Buy	477 +155	+48%	+$158K	0.23%	57
2026 Q1	$296K	Sell	322 -10	-3%	-$10.1K	0.13%	71
2025 Q4	$356K	Sell	332 -12	-3%	-$11.5K	0.16%	57
2025 Q3	$262K	Buy	+344	New	+$256K	0.12%	78
2024 Q4	–	Sell	-237	Closed	-$210K	–	104
2024 Q3	$210K	Buy	+237	New	+$213K	0.11%	90
2023 Q1	–	Sell	-9,867	Closed	-$3.4M	–	41
2022 Q4	$3.4M	Sell	9,867 -103	-1%	-$36.5K	2.21%	15
2022 Q3	$3.22M	Buy	+9,970	New	+$3.16M	4.01%	10

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Second Half Financial Partners's LLY Position: Q2 2026 in Review

Second Half Financial Partners increased its Eli Lilly (LLY) stake by 48% in Q2 2026, buying an estimated $158K and bringing the position to 477 shares worth $572K. The position accounts for 0.23% of the portfolio, ranked #57.

Second Half Financial Partners first reported a position in LLY in Q3 2022 and has held it in 7 quarters since. The position peaked at $3.4M in Q4 2022. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Second Half Financial Partners held 477 shares of Eli Lilly worth $572K as of Q2 2026.
Second Half Financial Partners bought 155 Eli Lilly shares in Q2 2026, an estimated $158K.
Eli Lilly made up 0.23% of Second Half Financial Partners's portfolio in Q2 2026, its #57 holding.
Second Half Financial Partners first reported a position in Eli Lilly in Q3 2022 and has held it in 7 quarters since.
Second Half Financial Partners's Eli Lilly position peaked at $3.4M in Q4 2022.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.