Abundance Wealth Counselors’s Eli Lilly LLY Stock Holding History

Abundance Wealth Counselors’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	$4.83M	Buy	4,027 +1,798	+81%	+$1.84M	0.31%	44
2026 Q1	$2.05M	Buy	2,229 +380	+21%	+$385K	0.29%	50
2025 Q4	$1.99M	Sell	1,849 -51	-3%	-$48.8K	0.34%	50
2025 Q3	$1.45M	Buy	1,900 +176	+10%	+$131K	0.25%	71
2025 Q2	$1.34M	Buy	1,724 +168	+11%	+$131K	0.25%	67
2025 Q1	$1.28M	Buy	1,556 +17	+1%	+$14.1K	0.27%	67
2024 Q4	$1.19M	Buy	1,539 +83	+6%	+$68.7K	0.26%	62
2024 Q3	$1.29M	Buy	+1,456	New	+$1.31M	0.27%	65

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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) 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Abundance Wealth Counselors's LLY Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Eli Lilly (LLY) stake by 81% in Q2 2026, buying an estimated $1.84M and bringing the position to 4,027 shares worth $4.83M. The position accounts for 0.31% of the portfolio, ranked #44.

Abundance Wealth Counselors first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 1,393 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Abundance Wealth Counselors held 4,027 shares of Eli Lilly worth $4.83M as of Q2 2026.
Abundance Wealth Counselors bought 1,798 Eli Lilly shares in Q2 2026, an estimated $1.84M.
Eli Lilly made up 0.31% of Abundance Wealth Counselors's portfolio in Q2 2026, its #44 holding.
Abundance Wealth Counselors first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
1,393 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.