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Abound Wealth Management’s Eli Lilly LLY Stock Holding History

Abound Wealth Management’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 		$307K Sell
256
-55
-18% -$56.2K 0.06% 74
2026
Q1 		$287K Buy
311
+42
+16% +$42.6K 0.07% 70
2025
Q4 		$289K Buy
269
+17
+7% +$16.3K 0.07% 68
2025
Q3 		$193K Buy
252
+56
+29% +$41.7K 0.05% 87
2025
Q2 		$153K Buy
196
+6
+3% +$4.66K 0.04% 96
2025
Q1 		$157K Buy
190
+31
+19% +$25.8K 0.05% 83
2024
Q4 		$123K Buy
159
+2
+1% +$1.66K 0.04% 92
2024
Q3 		$139K Buy
157
+8
+5% +$7.19K 0.05% 81
2024
Q2 		$135K Sell
149
-23
-13% -$18.4K 0.05% 72
2024
Q1 		$134K Buy
172
+4
+2% +$2.85K 0.05% 73
2023
Q4 		$98K Sell
168
-3
-2% -$1.75K 0.04% 89
2023
Q3 		$91.9K Sell
171
-2
-1% -$1.03K 0.04% 81
2023
Q2 		$81.2K Buy
173
+38
+28% +$15.9K 0.03% 92
2023
Q1 		$46.4K Sell
135
-24
-15% -$8.09K 0.02% 129
2022
Q4 		$58.3K Buy
159
+37
+30% +$13.1K 0.03% 103
2022
Q3 		$39.5K Buy
+122
New +$38.7K 0.02% 131

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

Abound Wealth Management's LLY Position: Q2 2026 in Review

Abound Wealth Management reduced its Eli Lilly (LLY) stake by 18% in Q2 2026, selling an estimated $56.2K and leaving 256 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #74.

Abound Wealth Management first reported a position in LLY in Q3 2022 and has held it in 16 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Abound Wealth Management held 256 shares of Eli Lilly worth $307K as of Q2 2026.
  • Abound Wealth Management sold 55 Eli Lilly shares in Q2 2026, an estimated $56.2K.
  • Eli Lilly made up 0.06% of Abound Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Abound Wealth Management first reported a position in Eli Lilly in Q3 2022 and has held it in 16 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.