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4Wealth Advisors’s Eli Lilly LLY Stock Holding History

4Wealth 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 		$823K Sell
669
-2
-0.3% -$2.04K 0.63% 50
2026
Q1 		$595K Buy
671
+2
+0.3% +$2.03K 0.51% 67
2025
Q4 		$719K Sell
669
-10
-1% -$9.56K 0.61% 53
2025
Q3 		$518K Buy
679
+25
+4% +$18.6K 0.46% 73
2025
Q2 		$510K Buy
654
+5
+0.8% +$3.88K 0.52% 66
2025
Q1 		$536K Sell
649
-49
-7% -$40.8K 0.58% 60
2024
Q4 		$539K Buy
+698
New +$578K 0.54% 58

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

4Wealth Advisors's LLY Position: Q2 2026 in Review

4Wealth Advisors reduced its Eli Lilly (LLY) stake by 0.3% in Q2 2026, selling an estimated $2.04K and leaving 669 shares worth $823K. The position accounts for 0.63% of the portfolio, ranked #50.

4Wealth Advisors first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 1,720 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • 4Wealth Advisors held 669 shares of Eli Lilly worth $823K as of Q2 2026.
  • 4Wealth Advisors sold 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
  • Eli Lilly made up 0.63% of 4Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • 4Wealth Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 1,720 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.