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Security Financial Services’s Eli Lilly LLY Stock Holding History

Security Financial Services’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 		$1.56M Buy
1,304
+23
+2% +$23.5K 0.22% 78
2026
Q1 		$1.18M Buy
1,281
+25
+2% +$25.3K 0.19% 81
2025
Q4 		$1.35M Buy
1,256
+26
+2% +$24.9K 0.21% 76
2025
Q3 		$938K Buy
1,230
+20
+2% +$14.9K 0.15% 79
2025
Q2 		$943K Buy
1,210
+15
+1% +$11.7K 0.17% 77
2025
Q1 		$987K Buy
1,195
+45
+4% +$37.4K 0.2% 72
2024
Q4 		$888K Buy
1,150
+18
+2% +$14.9K 0.18% 74
2024
Q3 		$1M Buy
1,132
+24
+2% +$21.6K 0.2% 66
2024
Q2 		$1M Buy
1,108
+17
+2% +$13.6K 0.22% 68
2024
Q1 		$849K Buy
1,091
+9
+0.8% +$6.41K 0.19% 71
2023
Q4 		$631K Sell
1,082
-29
-3% -$16.9K 0.15% 83
2023
Q3 		$597K Sell
1,111
-9
-0.8% -$4.64K 0.17% 91
2023
Q2 		$525K Sell
1,120
-1,172
-51% -$492K 0.15% 92
2023
Q1 		$787K Buy
2,292
+29
+1% +$9.78K 0.24% 75
2022
Q4 		$828K Buy
2,263
+67
+3% +$23.8K 0.26% 74
2022
Q3 		$710K Hold
2,196
– – 0.24% 75
2022
Q2 		$712K Sell
2,196
-33
-1% -$9.91K 0.23% 74
2022
Q1 		$638K Hold
2,229
– – 0.2% 72
2021
Q4 		$616K Buy
+2,229
New +$565K 0.21% 76

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
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return