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Shulman DeMeo Asset Management’s Eli Lilly LLY Stock Holding History

Shulman DeMeo 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 		$1.97M Buy
1,641
+7
+0.4% +$7.15K 0.37% 24
2026
Q1 		$1.5M Sell
1,634
-28
-2% -$28.4K 0.32% 27
2025
Q4 		$1.79M Sell
1,662
-68
-4% -$65K 0.4% 21
2025
Q3 		$1.32M Sell
1,730
-65
-4% -$48.4K 0.3% 24
2025
Q2 		$1.4M Sell
1,795
-106
-6% -$82.4K 0.35% 21
2025
Q1 		$1.57M Sell
1,901
-1
-0.1% -$832 0.44% 19
2024
Q4 		$1.47M Sell
1,902
-28
-1% -$23.2K 0.4% 20
2024
Q3 		$1.71M Sell
1,930
-57
-3% -$51.2K 0.42% 19
2024
Q2 		$1.8M Sell
1,987
-10
-0.5% -$8K 0.47% 18
2024
Q1 		$1.55M Sell
1,997
-12
-0.6% -$8.54K 0.41% 19
2023
Q4 		$1.17M Sell
2,009
-46
-2% -$26.9K 0.33% 26
2023
Q3 		$1.1M Sell
2,055
-43
-2% -$22.2K 0.37% 26
2023
Q2 		$984K Sell
2,098
-111
-5% -$46.5K 0.29% 31
2023
Q1 		$758K Sell
2,209
-17
-0.8% -$5.73K 0.24% 38
2022
Q4 		$814K Buy
2,226
+2
+0.1% +$709 0.27% 36
2022
Q3 		$719K Sell
2,224
-2
-0.1% -$634 0.26% 37
2022
Q2 		$722K Sell
2,226
-70
-3% -$21K 0.24% 42
2022
Q1 		$657K Buy
2,296
+139
+6% +$35.8K 0.18% 55
2021
Q4 		$596K Buy
2,157
+156
+8% +$39.5K 0.16% 57
2021
Q3 		$462K Buy
+2,001
New +$494K 0.4% 44
2021
Q2 		– Sell
-1,944
Closed -$363K – 108
2021
Q1 		$363K Buy
1,944
+349
+22% +$68.3K 0.1% 96
2020
Q4 		$269K Buy
+1,595
New +$238K 0.08% 112

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

Shulman DeMeo Asset Management's LLY Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its Eli Lilly (LLY) stake by 0.43% in Q2 2026, buying an estimated $7.15K and bringing the position to 1,641 shares worth $1.97M. The position accounts for 0.37% of the portfolio, ranked #24.

Shulman DeMeo Asset Management first reported a position in LLY in Q4 2020 and has held it in 22 quarters since. 2,000 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Shulman DeMeo Asset Management held 1,641 shares of Eli Lilly worth $1.97M as of Q2 2026.
  • Shulman DeMeo Asset Management bought 7 Eli Lilly shares in Q2 2026, an estimated $7.15K.
  • Eli Lilly made up 0.37% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #24 holding.
  • Shulman DeMeo Asset Management first reported a position in Eli Lilly in Q4 2020 and has held it in 22 quarters since.
  • 2,000 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.