Taylor Financial Group’s Eli Lilly LLY Stock Holding History

Taylor 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	$4.18M	Hold	3,485	–	–	2.3%	10
2026 Q1	$3.21M	Hold	3,485	–	–	1.94%	11
2025 Q4	$3.75M	Sell	3,485 -73	-2%	-$69.8K	2.2%	9
2025 Q3	$2.71M	Buy	3,558 +65	+2%	+$48.4K	1.56%	16
2025 Q2	$2.72M	Buy	3,493 +102	+3%	+$79.3K	1.7%	14
2025 Q1	$2.8M	Buy	3,391 +350	+12%	+$291K	1.95%	12
2024 Q4	$2.35M	Sell	3,041 -97	-3%	-$80.3K	1.63%	15
2024 Q3	$2.78M	Sell	3,138 -10	-0.3%	-$8.99K	1.92%	9
2024 Q2	$2.85M	Sell	3,148 -51	-2%	-$40.8K	2.19%	9
2024 Q1	$2.49M	Sell	3,199 -1	-0%	-$712	1.89%	9
2023 Q4	$1.87M	Buy	+3,200	New	+$1.87M	1.53%	12

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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

Taylor Financial Group held its Eli Lilly (LLY) position steady in Q2 2026 at 3,485 shares worth $4.18M. The position accounts for 2.3% of the portfolio, ranked #10.

Taylor Financial Group first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 2,123 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Taylor Financial Group held 3,485 shares of Eli Lilly worth $4.18M as of Q2 2026.
Taylor Financial Group left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 2.3% of Taylor Financial Group's portfolio in Q2 2026, its #10 holding.
Taylor Financial Group first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
2,123 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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