Values Added Financial’s Eli Lilly LLY Stock Holding History

Values Added Financial’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	$1.17M	Buy	976 +126	+15%	+$129K	0.42%	46
2026 Q1	$782K	Sell	850 -122	-13%	-$124K	0.33%	55
2025 Q4	$1.04M	Buy	972 +56	+6%	+$53.5K	0.44%	47
2025 Q3	$699K	Buy	916 +2	+0.2%	+$1.49K	0.31%	59
2025 Q2	$712K	Buy	914 +28	+3%	+$21.8K	0.35%	56
2025 Q1	$732K	Sell	886 -86	-9%	-$71.6K	0.41%	46
2024 Q4	$750K	Buy	972 +606	+166%	+$502K	0.43%	44
2024 Q3	$324K	Buy	366 +17	+5%	+$15.3K	0.2%	78
2024 Q2	$316K	Buy	349 +57	+20%	+$45.6K	0.23%	68
2024 Q1	$227K	Buy	+292	New	+$208K	0.18%	81

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

Values Added Financial's LLY Position: Q2 2026 in Review

Values Added Financial increased its Eli Lilly (LLY) stake by 15% in Q2 2026, buying an estimated $129K and bringing the position to 976 shares worth $1.17M. The position accounts for 0.42% of the portfolio, ranked #46.

Values Added Financial first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 1,842 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Values Added Financial held 976 shares of Eli Lilly worth $1.17M as of Q2 2026.
Values Added Financial bought 126 Eli Lilly shares in Q2 2026, an estimated $129K.
Eli Lilly made up 0.42% of Values Added Financial's portfolio in Q2 2026, its #46 holding.
Values Added Financial first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
1,842 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.