Sound Income Strategies’s Eli Lilly LLY Stock Holding History

Sound Income Strategies’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	$6.98M	Buy	5,822 +83	+1%	+$84.8K	0.31%	90
2026 Q1	$5.48M	Buy	5,739 +105	+2%	+$106K	0.26%	101
2025 Q4	$5.85M	Buy	5,634 +141	+3%	+$135K	0.28%	93
2025 Q3	$4.7M	Buy	5,493 +233	+4%	+$173K	0.26%	104
2025 Q2	$4.1M	Buy	5,260 +386	+8%	+$300K	0.24%	96
2025 Q1	$4.03M	Buy	4,874 +60	+1%	+$49.9K	0.24%	97
2024 Q4	$3.72M	Buy	4,814 +38	+0.8%	+$31.5K	0.23%	97
2024 Q3	$4.23M	Buy	4,776 +15	+0.3%	+$13.5K	0.27%	88
2024 Q2	$4.31M	Sell	4,761 -19	-0.4%	-$15.2K	0.27%	85
2024 Q1	$3.72M	Buy	4,780 +3,679	+334%	+$2.62M	0.28%	84
2023 Q4	$642K	Sell	1,101 -48	-4%	-$28K	0.05%	128
2023 Q3	$617K	Buy	1,149 +840	+272%	+$433K	0.05%	117
2023 Q2	$145K	Buy	309 +16	+5%	+$6.71K	0.01%	177
2023 Q1	$101K	Sell	293 -49	-14%	-$16.5K	0.01%	199
2022 Q4	$125K	Sell	342 -186	-35%	-$65.9K	0.02%	172
2022 Q3	$171K	Buy	528 +223	+73%	+$70.7K	0.02%	142
2022 Q2	$99K	Hold	305	–	–	0.01%	170
2022 Q1	$87K	Buy	305 +6	+2%	+$1.54K	0.01%	182
2021 Q4	$83K	Hold	299	–	–	0.01%	192
2021 Q3	$69K	Sell	299 -16	-5%	-$3.95K	0.01%	202
2021 Q2	$72K	Buy	315 +19	+6%	+$3.82K	0.01%	201
2021 Q1	$55.3K	Sell	296 -3	-1%	-$587	0.01%	210
2020 Q4	$50K	Hold	299	–	–	0.01%	205
2020 Q3	$44K	Hold	299	–	–	0.01%	195
2020 Q2	$49K	Hold	299	–	–	0.01%	157
2020 Q1	$41K	Buy	299 +54	+22%	+$7.42K	0.01%	151
2019 Q4	$32K	Buy	245 +44	+22%	+$5.1K	0.01%	175
2019 Q3	$22K	Hold	201	–	–	0.01%	208
2019 Q2	$22K	Sell	201 -21	-9%	-$2.47K	0.01%	215
2019 Q1	$29K	Hold	222	–	–	0.01%	188
2018 Q4	$26K	Hold	222	–	–	0.01%	196
2018 Q3	$24K	Sell	222 -69	-24%	-$6.9K	0.01%	215
2018 Q2	$25K	Buy	291 +107	+58%	+$8.79K	0.01%	188
2018 Q1	$14K	Buy	184 +23	+14%	+$1.85K	0.01%	244
2017 Q4	$12K	Buy	+161	New	+$13.7K	0.01%	193

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sound Income Strategies's LLY Position: Q2 2026 in Review

Sound Income Strategies increased its Eli Lilly (LLY) stake by 1.4% in Q2 2026, buying an estimated $84.8K and bringing the position to 5,822 shares worth $6.98M. The position accounts for 0.31% of the portfolio, ranked #90.

Sound Income Strategies first reported a position in LLY in Q4 2017 and has held it in 35 quarters since. 1,692 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Sound Income Strategies held 5,822 shares of Eli Lilly worth $6.98M as of Q2 2026.
Sound Income Strategies bought 83 Eli Lilly shares in Q2 2026, an estimated $84.8K.
Eli Lilly made up 0.31% of Sound Income Strategies's portfolio in Q2 2026, its #90 holding.
Sound Income Strategies first reported a position in Eli Lilly in Q4 2017 and has held it in 35 quarters since.
1,692 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.