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Secure Asset Management’s Eli Lilly LLY Stock Holding History

Secure Asset 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 		$8.15M Buy
6,792
+101
+2% +$103K 1.14% 19
2026
Q1 		$6.15M Sell
6,691
-75
-1% -$76K 0.97% 21
2025
Q4 		$7.27M Sell
6,766
-294
-4% -$281K 1.14% 18
2025
Q3 		$5.83M Buy
7,060
+1,991
+39% +$1.48M 0.96% 21
2025
Q2 		$3.95M Buy
5,069
+1,162
+30% +$903K 0.73% 24
2025
Q1 		$3.23M Buy
3,907
+262
+7% +$218K 0.65% 37
2024
Q4 		$2.81M Buy
3,645
+1,689
+86% +$1.4M 0.43% 51
2024
Q3 		$1.73M Buy
1,956
+301
+18% +$271K 0.29% 81
2024
Q2 		$1.5M Buy
1,655
+1,105
+201% +$884K 0.28% 84
2024
Q1 		$428K Sell
550
-492
-47% -$350K 0.1% 140
2023
Q4 		$607K Buy
1,042
+235
+29% +$137K 0.16% 113
2023
Q3 		$433K Buy
807
+80
+11% +$41.2K 0.13% 128
2023
Q2 		$341K Buy
727
+31
+4% +$13K 0.1% 136
2023
Q1 		$239K Buy
696
+5
+0.7% +$1.69K 0.08% 164
2022
Q4 		$253K Sell
691
-14
-2% -$4.96K 0.09% 161
2022
Q3 		$228K Sell
705
-1
-0.1% -$317 0.13% 127
2022
Q2 		$229K Buy
706
+2
+0.3% +$600 0.13% 138
2022
Q1 		$202K Buy
+704
New +$181K 0.09% 196

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

Secure Asset Management's LLY Position: Q2 2026 in Review

Secure Asset Management increased its Eli Lilly (LLY) stake by 1.5% in Q2 2026, buying an estimated $103K and bringing the position to 6,792 shares worth $8.15M. The position accounts for 1.14% of the portfolio, ranked #19.

Secure Asset Management first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. 1,600 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Secure Asset Management held 6,792 shares of Eli Lilly worth $8.15M as of Q2 2026.
  • Secure Asset Management bought 101 Eli Lilly shares in Q2 2026, an estimated $103K.
  • Eli Lilly made up 1.14% of Secure Asset Management's portfolio in Q2 2026, its #19 holding.
  • Secure Asset Management first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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