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RAFFA WEALTH MANAGEMENT, LLC’s Eli Lilly LLY Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$503K Buy
420
+17
+4% +$17.4K 0.06% 61
2026
Q1 		$370K Buy
403
+5
+1% +$5.07K 0.06% 67
2025
Q4 		$427K Buy
398
+8
+2% +$7.65K 0.07% 65
2025
Q3 		$297K Sell
390
-16
-4% -$11.9K 0.05% 74
2025
Q2 		$316K Buy
406
+31
+8% +$24.1K 0.06% 69
2025
Q1 		$309K Sell
375
-7
-2% -$5.83K 0.07% 64
2024
Q4 		$295K Sell
382
-10
-3% -$8.28K 0.07% 66
2024
Q3 		$347K Hold
392
– – 0.08% 61
2024
Q2 		$354K Sell
392
-6
-2% -$4.8K 0.1% 62
2024
Q1 		$309K Buy
+398
New +$283K 0.09% 67
2023
Q3 		$207K Buy
+385
New +$198K 0.07% 63
2022
Q4 		$37K Buy
101
+7
+7% +$2.48K 0.02% 163
2022
Q3 		$30.4K Buy
+94
New +$29.8K 0.01% 170
2021
Q4 		$24K Hold
87
– – 0.01% 201
2021
Q3 		$20.1K Sell
87
-3
-3% -$740 0.01% 192
2021
Q2 		$20.7K Buy
+90
New +$18.1K 0.01% 190
2020
Q4 		$12.8K Buy
+76
New +$11.3K ﹤0.01% 226
2020
Q2 		$12.6K Buy
77
+1
+1% +$153 ﹤0.01% 206
2020
Q1 		$10.5K Buy
+76
New +$10.4K ﹤0.01% 204
2019
Q3 		$8.28K Buy
+74
New +$8.24K ﹤0.01% 235
2018
Q1 		$5.72K Buy
+74
New +$5.96K ﹤0.01% 238
2017
Q1 		$5.05K Buy
+60
New +$4.81K ﹤0.01% 214
2016
Q3 		$6.66K Buy
+83
New +$6.64K ﹤0.01% 203
2016
Q1 		$45.6K Hold
633
– – 0.03% 99
2015
Q4 		$53.3K Buy
+633
New +$52.5K 0.03% 79
2015
Q2 		$52.8K Buy
633
+550
+663% +$41.9K 0.03% 86
2015
Q1 		$6.03K Buy
83
+60
+261% +$4.27K ﹤0.01% 180
2014
Q4 		$1.59K Hold
23
– – ﹤0.01% 275
2014
Q3 		$1.49K Buy
+23
New +$1.46K ﹤0.01% 279
2014
Q1 		– Sell
-23
Closed -$1.59K – 515
2013
Q4 		$1.59K Buy
+23
New +$1.15K ﹤0.01% 275

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
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)
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

RAFFA WEALTH MANAGEMENT, LLC's LLY Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Eli Lilly (LLY) stake by 4.2% in Q2 2026, buying an estimated $17.4K and bringing the position to 420 shares worth $503K. The position accounts for 0.06% of the portfolio, ranked #61.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in LLY in Q4 2013 and has held it in 30 quarters since. 1,682 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 420 shares of Eli Lilly worth $503K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 17 Eli Lilly shares in Q2 2026, an estimated $17.4K.
  • Eli Lilly made up 0.06% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #61 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Eli Lilly in Q4 2013 and has held it in 30 quarters since.
  • 1,682 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.