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Toth Financial Advisory’s Eli Lilly LLY Stock Holding History

Toth Financial Advisory’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 		$1.45M Buy
1,207
+891
+282% +$910K 0.14% 124
2026
Q1 		$291K Sell
316
-830
-72% -$841K 0.03% 191
2025
Q4 		$1.23M Buy
1,146
+1,082
+1,691% +$1.03M 0.13% 120
2025
Q3 		$48.8K Hold
64
– – 0.01% 355
2025
Q2 		$49.9K Hold
64
– – 0.01% 311
2025
Q1 		$52.9K Sell
64
-6
-9% -$4.99K 0.01% 289
2024
Q4 		$54K Buy
70
+4
+6% +$3.31K 0.01% 292
2024
Q3 		$58.5K Buy
66
+7
+12% +$6.29K 0.01% 278
2024
Q2 		$53.4K Hold
59
– – 0.01% 286
2024
Q1 		$45.9K Hold
59
– – 0.01% 302
2023
Q4 		$34.4K Buy
59
+8
+16% +$4.67K ﹤0.01% 326
2023
Q3 		$27.4K Buy
51
+6
+13% +$3.09K ﹤0.01% 326
2023
Q2 		$21.1K Sell
45
-24
-35% -$10.1K ﹤0.01% 382
2023
Q1 		$23.7K Buy
69
+24
+53% +$8.09K ﹤0.01% 362
2022
Q4 		$16.5K Hold
45
– – ﹤0.01% 395
2022
Q3 		$15K Buy
45
+25
+125% +$7.92K ﹤0.01% 402
2022
Q2 		$6K Buy
+20
New +$6K ﹤0.01% 490
2022
Q1 		– Sell
-19
Closed -$5K – 767
2021
Q4 		$5K Hold
19
– – ﹤0.01% 567
2021
Q3 		$4K Buy
+19
New +$4.69K ﹤0.01% 579
2021
Q2 		– Sell
-130
Closed -$24K – 720
2021
Q1 		$24K Hold
130
– – ﹤0.01% 359
2020
Q4 		$22K Hold
130
– – ﹤0.01% 333
2020
Q3 		$19K Hold
130
– – ﹤0.01% 318
2020
Q2 		$21K Buy
+130
New +$20K ﹤0.01% 279

Other funds holding LLY

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
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
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Toth Financial Advisory's LLY Position: Q2 2026 in Review

Toth Financial Advisory increased its Eli Lilly (LLY) stake by 282% in Q2 2026, buying an estimated $910K and bringing the position to 1,207 shares worth $1.45M. The position accounts for 0.14% of the portfolio, ranked #124.

Toth Financial Advisory first reported a position in LLY in Q2 2020 and has held it in 23 quarters since. 1,027 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Toth Financial Advisory held 1,207 shares of Eli Lilly worth $1.45M as of Q2 2026.
  • Toth Financial Advisory bought 891 Eli Lilly shares in Q2 2026, an estimated $910K.
  • Eli Lilly made up 0.14% of Toth Financial Advisory's portfolio in Q2 2026, its #124 holding.
  • Toth Financial Advisory first reported a position in Eli Lilly in Q2 2020 and has held it in 23 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.