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180 Wealth Advisors’s Eli Lilly LLY Stock Holding History

180 Wealth 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 		$3.03M Sell
2,524
-44
-2% -$45K 0.3% 86
2026
Q1 		$2.36M Sell
2,568
-217
-8% -$220K 0.27% 93
2025
Q4 		$2.99M Sell
2,785
-25
-0.9% -$23.9K 0.34% 69
2025
Q3 		$2.14M Buy
2,810
+47
+2% +$35K 0.26% 96
2025
Q2 		$2.15M Buy
2,763
+129
+5% +$100K 0.3% 88
2025
Q1 		$2.18M Sell
2,634
-78
-3% -$64.9K 0.35% 76
2024
Q4 		$2.09M Buy
2,712
+19
+0.7% +$15.7K 0.33% 74
2024
Q3 		$2.39M Sell
2,693
-136
-5% -$122K 0.38% 71
2024
Q2 		$2.64M Sell
2,829
-2,098
-43% -$1.68M 0.43% 59
2024
Q1 		$3.83M Buy
4,927
+2,186
+80% +$1.56M 0.69% 31
2023
Q4 		$1.62M Sell
2,741
-27
-1% -$15.8K 0.32% 85
2023
Q3 		$1.49M Sell
2,768
-22
-0.8% -$11.3K 0.33% 82
2023
Q2 		$1.29M Sell
2,790
-51
-2% -$21.4K 0.28% 92
2023
Q1 		$976K Buy
2,841
+159
+6% +$53.6K 0.23% 107
2022
Q4 		$933K Buy
2,682
+105
+4% +$37.2K 0.22% 106
2022
Q3 		$833K Buy
2,577
+830
+48% +$263K 0.23% 102
2022
Q2 		$567K Sell
1,747
-159
-8% -$47.7K 0.14% 137
2022
Q1 		$566K Sell
1,906
-158
-8% -$40.7K 0.12% 161
2021
Q4 		$502K Sell
2,064
-402
-16% -$102K 0.11% 174
2021
Q3 		$587K Sell
2,466
-19
-0.8% -$4.69K 0.13% 150
2021
Q2 		$670K Sell
2,485
-94
-4% -$18.9K 0.15% 137
2021
Q1 		$515K Sell
2,579
-259
-9% -$50.7K 0.13% 159
2020
Q4 		$563K Sell
2,838
-509
-15% -$76K 0.16% 131
2020
Q3 		$481K Buy
3,347
+317
+10% +$49.1K 0.18% 116
2020
Q2 		$503K Buy
3,030
+154
+5% +$23.6K 0.2% 109
2020
Q1 		$409K Buy
+2,876
New +$395K 0.21% 121

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

180 Wealth Advisors's LLY Position: Q2 2026 in Review

180 Wealth Advisors reduced its Eli Lilly (LLY) stake by 1.7% in Q2 2026, selling an estimated $45K and leaving 2,524 shares worth $3.03M. The position accounts for 0.3% of the portfolio, ranked #86.

180 Wealth Advisors first reported a position in LLY in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.83M in Q1 2024. 1,817 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • 180 Wealth Advisors held 2,524 shares of Eli Lilly worth $3.03M as of Q2 2026.
  • 180 Wealth Advisors sold 44 Eli Lilly shares in Q2 2026, an estimated $45K.
  • Eli Lilly made up 0.3% of 180 Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • 180 Wealth Advisors first reported a position in Eli Lilly in Q1 2020 and has held it in 26 quarters since.
  • 180 Wealth Advisors's Eli Lilly position peaked at $3.83M in Q1 2024.
  • 1,817 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.