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Shum Financial Group’s Eli Lilly LLY Stock Holding History

Shum Financial Group’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 		$1.74M Sell
1,453
-33
-2% -$33.7K 1.05% 27
2026
Q1 		$1.37M Sell
1,486
-87
-6% -$88.2K 0.97% 27
2025
Q4 		$1.69M Sell
1,573
-32
-2% -$30.6K 1.22% 24
2025
Q3 		$1.22M Buy
+1,605
New +$1.19M 0.91% 32
2025
Q1 		$1.37M Sell
1,659
-39
-2% -$32.5K 1.19% 26
2024
Q4 		$1.31M Buy
1,698
+49
+3% +$40.6K 1.13% 28
2024
Q3 		$1.33M Buy
+1,649
New +$1.48M 1.11% 28

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

Shum Financial Group's LLY Position: Q2 2026 in Review

Shum Financial Group reduced its Eli Lilly (LLY) stake by 2.2% in Q2 2026, selling an estimated $33.7K and leaving 1,453 shares worth $1.74M. The position accounts for 1.05% of the portfolio, ranked #27.

Shum Financial Group first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. 2,000 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Shum Financial Group held 1,453 shares of Eli Lilly worth $1.74M as of Q2 2026.
  • Shum Financial Group sold 33 Eli Lilly shares in Q2 2026, an estimated $33.7K.
  • Eli Lilly made up 1.05% of Shum Financial Group's portfolio in Q2 2026, its #27 holding.
  • Shum Financial Group first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
  • 2,000 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.