Security National Bank’s Eli Lilly LLY Stock Holding History

Security National Bank’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	$2.79M	Buy	2,326 +175	+8%	+$179K	0.33%	61
2026 Q1	$1.98M	Sell	2,151 -21	-1%	-$21.3K	0.29%	67
2025 Q4	$2.33M	Buy	2,172 +412	+23%	+$394K	0.33%	61
2025 Q3	$1.34M	Buy	1,760 +218	+14%	+$162K	0.21%	70
2025 Q2	$1.2M	Buy	1,542 +40	+3%	+$31.1K	0.21%	66
2025 Q1	$1.24M	Buy	1,502 +1,300	+644%	+$1.08M	0.23%	62
2024 Q4	$156K	Sell	202 -91	-31%	-$75.3K	0.02%	130
2024 Q3	$260K	Hold	293	–	–	0.04%	104
2024 Q2	$265K	Hold	293	–	–	0.04%	99
2024 Q1	$228K	Sell	293 -34	-10%	-$24.2K	0.03%	101
2023 Q4	$191K	Buy	+327	New	+$191K	0.04%	111
2023 Q1	–	Sell	-797	Closed	-$292K	–	103
2022 Q4	$292K	Sell	797 -269	-25%	-$95.4K	0.08%	84
2022 Q3	$345K	Sell	1,066 -116	-10%	-$36.8K	0.1%	75
2022 Q2	$383K	Sell	1,182 -273	-19%	-$81.9K	0.11%	72
2022 Q1	$417K	Buy	1,455 +26	+2%	+$6.69K	0.1%	74
2021 Q4	$395K	Buy	1,429 +273	+24%	+$69.2K	0.09%	77
2021 Q3	$267K	Hold	1,156	–	–	0.07%	88
2021 Q2	$265K	Hold	1,156	–	–	0.07%	85
2021 Q1	$216K	Buy	+1,156	New	+$226K	0.06%	91

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Security National Bank's LLY Position: Q2 2026 in Review

Security National Bank increased its Eli Lilly (LLY) stake by 8.1% in Q2 2026, buying an estimated $179K and bringing the position to 2,326 shares worth $2.79M. The position accounts for 0.33% of the portfolio, ranked #61.

Security National Bank first reported a position in LLY in Q1 2021 and has held it in 19 quarters since. 1,976 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Security National Bank held 2,326 shares of Eli Lilly worth $2.79M as of Q2 2026.
Security National Bank bought 175 Eli Lilly shares in Q2 2026, an estimated $179K.
Eli Lilly made up 0.33% of Security National Bank's portfolio in Q2 2026, its #61 holding.
Security National Bank first reported a position in Eli Lilly in Q1 2021 and has held it in 19 quarters since.
1,976 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.