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Sovereign Financial Group’s Eli Lilly LLY Stock Holding History

Sovereign 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 		$1.18M Buy
981
+44
+5% +$45K 0.18% 97
2026
Q1 		$862K Buy
937
+137
+17% +$139K 0.15% 131
2025
Q4 		$860K Sell
800
-39
-5% -$37.3K 0.15% 130
2025
Q3 		$640K Buy
839
+46
+6% +$34.2K 0.12% 155
2025
Q2 		$618K Buy
793
+49
+7% +$38.1K 0.13% 145
2025
Q1 		$615K Sell
744
-4
-0.5% -$3.33K 0.14% 139
2024
Q4 		$578K Buy
748
+65
+10% +$53.8K 0.13% 143
2024
Q3 		$605K Buy
683
+25
+4% +$22.5K 0.14% 134
2024
Q2 		$596K Sell
658
-13
-2% -$10.4K 0.15% 130
2024
Q1 		$522K Buy
671
+59
+10% +$42K 0.14% 146
2023
Q4 		$357K Buy
612
+140
+30% +$81.7K 0.11% 170
2023
Q3 		$254K Sell
472
-311
-40% -$160K 0.09% 189
2023
Q2 		$367K Buy
+783
New +$328K 0.12% 166

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

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

Sovereign Financial Group increased its Eli Lilly (LLY) stake by 4.7% in Q2 2026, buying an estimated $45K and bringing the position to 981 shares worth $1.18M. The position accounts for 0.18% of the portfolio, ranked #97.

Sovereign Financial Group first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 1,842 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Sovereign Financial Group held 981 shares of Eli Lilly worth $1.18M as of Q2 2026.
  • Sovereign Financial Group bought 44 Eli Lilly shares in Q2 2026, an estimated $45K.
  • Eli Lilly made up 0.18% of Sovereign Financial Group's portfolio in Q2 2026, its #97 holding.
  • Sovereign Financial Group first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • 1,842 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.