Ulland Investment Advisors’s Eli Lilly LLY Stock Holding History

Ulland Investment Advisors’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	$240K	Hold	200	–	–	0.18%	70
2026 Q1	$184K	Hold	200	–	–	0.16%	69
2025 Q4	$215K	Sell	200 -7	-3%	-$6.69K	0.17%	63
2025 Q3	$158K	Buy	207 +7	+4%	+$5.21K	0.12%	68
2025 Q2	$156K	Hold	200	–	–	0.12%	72
2025 Q1	$165K	Hold	200	–	–	0.14%	70
2024 Q4	$154K	Hold	200	–	–	0.1%	66
2024 Q3	$177K	Sell	200 -14	-7%	-$12.6K	0.13%	62
2024 Q2	$194K	Hold	214	–	–	0.13%	62
2024 Q1	$166K	Buy	214 +14	+7%	+$9.96K	0.13%	67
2023 Q4	$117K	Hold	200	–	–	0.12%	73
2023 Q3	$107K	Hold	200	–	–	0.12%	73
2023 Q2	$94K	Hold	200	–	–	0.1%	81
2023 Q1	$69K	Hold	200	–	–	0.08%	80
2022 Q4	$73K	Hold	200	–	–	0.09%	79
2022 Q3	$65K	Hold	200	–	–	0.07%	80
2022 Q2	$65K	Hold	200	–	–	0.07%	86
2022 Q1	$57K	Hold	200	–	–	0.04%	101
2021 Q4	$55K	Buy	+200	New	+$50.7K	0.04%	99

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

Ulland Investment Advisors's LLY Position: Q2 2026 in Review

Ulland Investment Advisors held its Eli Lilly (LLY) position steady in Q2 2026 at 200 shares worth $240K. The position accounts for 0.18% of the portfolio, ranked #70.

Ulland Investment Advisors first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Ulland Investment Advisors held 200 shares of Eli Lilly worth $240K as of Q2 2026.
Ulland Investment Advisors left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.18% of Ulland Investment Advisors's portfolio in Q2 2026, its #70 holding.
Ulland Investment Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.