SMI Advisory Services’s Eli Lilly LLY Stock Holding History

SMI Advisory 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	$1.31M	Buy	1,090 +2	+0.2%	+$2.04K	0.21%	26
2026 Q1	$1.01M	Buy	1,088 +1	+0.1%	+$1.01K	0.17%	30
2025 Q4	$1.17M	Buy	1,087 +2	+0.2%	+$1.91K	0.2%	25
2025 Q3	$911K	Buy	1,085 +2	+0.2%	+$1.49K	0.17%	22
2025 Q2	$855K	Buy	+1,083	New	+$842K	0.17%	21
2025 Q1	–	Sell	-1,026	Closed	-$818K	–	55
2024 Q4	$818K	Sell	1,026 -1	-0.1%	-$828	0.19%	32
2024 Q3	$911K	Buy	1,027 +15	+1%	+$13.5K	0.2%	37
2024 Q2	$943K	Sell	1,012 -4,288	-81%	-$3.43M	0.23%	39
2024 Q1	$4.01M	Buy	+5,300	New	+$3.77M	1.13%	26

Other funds holding LLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

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) 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 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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SMI Advisory Services's LLY Position: Q2 2026 in Review

SMI Advisory Services increased its Eli Lilly (LLY) stake by 0.18% in Q2 2026, buying an estimated $2.04K and bringing the position to 1,090 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #26.

SMI Advisory Services first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.01M in Q1 2024. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

SMI Advisory Services held 1,090 shares of Eli Lilly worth $1.31M as of Q2 2026.
SMI Advisory Services bought 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
Eli Lilly made up 0.21% of SMI Advisory Services's portfolio in Q2 2026, its #26 holding.
SMI Advisory Services first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
SMI Advisory Services's Eli Lilly position peaked at $4.01M in Q1 2024.
841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.