Symphony Financial Services’s Eli Lilly LLY Stock Holding History

Symphony Financial 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	$1.28M	Buy	1,065 +20	+2%	+$20.4K	0.57%	29
2026 Q1	$961K	Sell	1,045 -79	-7%	-$80.1K	0.49%	35
2025 Q4	$1.21M	Buy	1,124 +53	+5%	+$50.7K	0.62%	29
2025 Q3	$817K	Buy	1,071 +488	+84%	+$363K	0.44%	36
2025 Q2	$455K	Sell	583 -45	-7%	-$35K	0.27%	50
2025 Q1	$519K	Sell	628 -147	-19%	-$122K	0.34%	40
2024 Q4	$597K	Sell	775 -293	-27%	-$243K	0.48%	36
2024 Q3	$859K	Buy	1,068 +176	+20%	+$158K	0.73%	25
2024 Q2	$906K	Buy	+892	New	+$714K	0.78%	25

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

Symphony Financial Services's LLY Position: Q2 2026 in Review

Symphony Financial Services increased its Eli Lilly (LLY) stake by 1.9% in Q2 2026, buying an estimated $20.4K and bringing the position to 1,065 shares worth $1.28M. The position accounts for 0.57% of the portfolio, ranked #29.

Symphony Financial Services first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. 1,844 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Symphony Financial Services held 1,065 shares of Eli Lilly worth $1.28M as of Q2 2026.
Symphony Financial Services bought 20 Eli Lilly shares in Q2 2026, an estimated $20.4K.
Eli Lilly made up 0.57% of Symphony Financial Services's portfolio in Q2 2026, its #29 holding.
Symphony Financial Services first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
1,844 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.