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Successful Portfolios’s Eli Lilly LLY Stock Holding History

Successful Portfolios’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 		$1.57M Sell
1,305
-18
-1% -$18.4K 0.73% 35
2026
Q1 		$1.19M Hold
1,323
– – 0.66% 41
2025
Q4 		$1.41M Sell
1,323
-36
-3% -$34.4K 0.72% 38
2025
Q3 		$1.04M Buy
1,359
+58
+4% +$43.2K 0.61% 40
2025
Q2 		$1.01M Buy
1,301
+32
+3% +$24.9K 0.62% 40
2025
Q1 		$1.05M Buy
1,269
+5
+0.4% +$4.16K 0.71% 33
2024
Q4 		$976K Buy
1,264
+17
+1% +$14.1K 0.65% 38
2024
Q3 		$1.1M Hold
1,247
– – 0.75% 35
2024
Q2 		$1.13M Sell
1,247
-10
-0.8% -$8K 0.79% 34
2024
Q1 		$978K Sell
1,257
-52
-4% -$37K 0.67% 38
2023
Q4 		$763K Buy
1,309
+95
+8% +$55.5K 0.57% 43
2023
Q3 		$652K Buy
1,214
+5
+0.4% +$2.58K 0.58% 45
2023
Q2 		$567K Sell
1,209
-135
-10% -$56.6K 0.49% 50
2023
Q1 		$462K Buy
1,344
+18
+1% +$6.07K 0.29% 86
2022
Q4 		$485K Buy
1,326
+200
+18% +$70.9K 0.32% 82
2022
Q3 		$364K Buy
1,126
+82
+8% +$26K 0.26% 95
2022
Q2 		$338K Hold
1,044
– – 0.23% 115
2022
Q1 		$299K Sell
1,044
-19
-2% -$4.89K 0.17% 147
2021
Q4 		$294K Hold
1,063
– – 0.16% 149
2021
Q3 		$246K Hold
1,063
– – 0.15% 164
2021
Q2 		$244K Buy
+1,063
New +$214K 0.15% 170

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

Successful Portfolios's LLY Position: Q2 2026 in Review

Successful Portfolios reduced its Eli Lilly (LLY) stake by 1.4% in Q2 2026, selling an estimated $18.4K and leaving 1,305 shares worth $1.57M. The position accounts for 0.73% of the portfolio, ranked #35.

Successful Portfolios first reported a position in LLY in Q2 2021 and has held it in 21 quarters since. 1,984 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Successful Portfolios held 1,305 shares of Eli Lilly worth $1.57M as of Q2 2026.
  • Successful Portfolios sold 18 Eli Lilly shares in Q2 2026, an estimated $18.4K.
  • Eli Lilly made up 0.73% of Successful Portfolios's portfolio in Q2 2026, its #35 holding.
  • Successful Portfolios first reported a position in Eli Lilly in Q2 2021 and has held it in 21 quarters since.
  • 1,984 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.