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Accurate Wealth Management’s Eli Lilly LLY Stock Holding History

Accurate 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 		$6.67M Buy
5,606
+376
+7% +$384K 0.64% 28
2026
Q1 		$4.92M Sell
5,230
-107
-2% -$108K 0.59% 28
2025
Q4 		$5.68M Buy
5,337
+157
+3% +$150K 0.72% 23
2025
Q3 		$4.21M Buy
5,180
+608
+13% +$452K 0.56% 27
2025
Q2 		$3.61M Buy
4,572
+299
+7% +$232K 0.55% 33
2025
Q1 		$3.13M Buy
4,273
+93
+2% +$77.4K 0.6% 38
2024
Q4 		$3.34M Buy
4,180
+114
+3% +$94.4K 0.64% 29
2024
Q3 		$3.71M Buy
4,066
+1,071
+36% +$963K 0.75% 27
2024
Q2 		$2.85M Buy
2,995
+250
+9% +$200K 0.68% 41
2024
Q1 		$1.99M Sell
2,745
-93
-3% -$66.2K 0.58% 54
2023
Q4 		$1.8M Sell
2,838
-166
-6% -$96.9K 0.56% 53
2023
Q3 		$1.83M Buy
3,004
+398
+15% +$205K 0.57% 51
2023
Q2 		$1.17M Buy
2,606
+337
+15% +$141K 0.37% 64
2023
Q1 		$833K Sell
2,269
-22
-1% -$7.42K 0.29% 83
2022
Q4 		$808K Sell
2,291
-459
-17% -$163K 0.3% 70
2022
Q3 		$912K Buy
2,750
+1,583
+136% +$502K 0.38% 57
2022
Q2 		$381K Sell
1,167
-55
-5% -$16.5K 0.21% 97
2022
Q1 		$350K Buy
1,222
+133
+12% +$34.2K 0.16% 113
2021
Q4 		$279K Buy
1,089
+62
+6% +$15.7K 0.23% 111
2021
Q3 		$239K Buy
1,027
+29
+3% +$7.16K 0.21% 120
2021
Q2 		$229K Buy
+998
New +$200K 0.2% 119

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

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

Accurate Wealth Management increased its Eli Lilly (LLY) stake by 7.2% in Q2 2026, buying an estimated $384K and bringing the position to 5,606 shares worth $6.67M. The position accounts for 0.64% of the portfolio, ranked #28.

Accurate Wealth Management first reported a position in LLY in Q2 2021 and has held it in 21 quarters since. 1,691 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Accurate Wealth Management held 5,606 shares of Eli Lilly worth $6.67M as of Q2 2026.
  • Accurate Wealth Management bought 376 Eli Lilly shares in Q2 2026, an estimated $384K.
  • Eli Lilly made up 0.64% of Accurate Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Accurate Wealth Management first reported a position in Eli Lilly in Q2 2021 and has held it in 21 quarters since.
  • 1,691 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.