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Southland Equity Partners’s Eli Lilly LLY Stock Holding History

Southland Equity Partners’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 		$831K Buy
693
+83
+14% +$84.8K 0.15% 113
2026
Q1 		$561K Buy
610
+94
+18% +$95.3K 0.11% 133
2025
Q4 		$554K Buy
516
+4
+0.8% +$3.83K 0.11% 130
2025
Q3 		$390K Buy
512
+3
+0.6% +$2.23K 0.08% 163
2025
Q2 		$397K Sell
509
-10
-2% -$7.77K 0.09% 146
2025
Q1 		$428K Sell
519
-17
-3% -$14.1K 0.1% 137
2024
Q4 		$414K Hold
536
– – 0.1% 137
2024
Q3 		$475K Buy
536
+223
+71% +$200K 0.12% 121
2024
Q2 		$283K Sell
313
-247
-44% -$198K 0.08% 164
2024
Q1 		$436K Buy
560
+193
+53% +$137K 0.12% 120
2023
Q4 		$214K Sell
367
-392
-52% -$229K 0.07% 183
2023
Q3 		$408K Hold
759
– – 0.14% 105
2023
Q2 		$356K Buy
759
+22
+3% +$9.23K 0.12% 112
2023
Q1 		$253K Hold
737
– – 0.1% 152
2022
Q4 		$270K Hold
737
– – 0.1% 139
2022
Q3 		$238K Hold
737
– – 0.12% 132
2022
Q2 		$239K Hold
737
– – 0.11% 136
2022
Q1 		$211K Hold
737
– – 0.09% 167
2021
Q4 		$204K Buy
+737
New +$187K 0.08% 169

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

Southland Equity Partners's LLY Position: Q2 2026 in Review

Southland Equity Partners increased its Eli Lilly (LLY) stake by 14% in Q2 2026, buying an estimated $84.8K and bringing the position to 693 shares worth $831K. The position accounts for 0.15% of the portfolio, ranked #113.

Southland Equity Partners first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 1,692 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Southland Equity Partners held 693 shares of Eli Lilly worth $831K as of Q2 2026.
  • Southland Equity Partners bought 83 Eli Lilly shares in Q2 2026, an estimated $84.8K.
  • Eli Lilly made up 0.15% of Southland Equity Partners's portfolio in Q2 2026, its #113 holding.
  • Southland Equity Partners first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 1,692 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.