5W
LLY icon

5T Wealth’s Eli Lilly LLY Stock Holding History

5T Wealth’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 		$294K Buy
245
+18
+8% +$18.4K 0.11% 114
2026
Q1 		$209K Buy
227
+24
+12% +$24.3K 0.08% 125
2025
Q4 		$218K Buy
+203
New +$194K 0.09% 120

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

5T Wealth's LLY Position: Q2 2026 in Review

5T Wealth increased its Eli Lilly (LLY) stake by 7.9% in Q2 2026, buying an estimated $18.4K and bringing the position to 245 shares worth $294K. The position accounts for 0.11% of the portfolio, ranked #114.

5T Wealth first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • 5T Wealth held 245 shares of Eli Lilly worth $294K as of Q2 2026.
  • 5T Wealth bought 18 Eli Lilly shares in Q2 2026, an estimated $18.4K.
  • Eli Lilly made up 0.11% of 5T Wealth's portfolio in Q2 2026, its #114 holding.
  • 5T Wealth first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.