Acima Private Wealth’s Eli Lilly LLY Stock Holding History

Acima Private 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	$90K	Hold	75	–	–	0.03%	126
2026 Q1	$69K	Hold	75	–	–	0.02%	134
2025 Q4	$80.6K	Hold	75	–	–	0.03%	130
2025 Q3	$57.2K	Hold	75	–	–	0.02%	143
2025 Q2	$58.5K	Sell	75 -188	-71%	-$146K	0.02%	147
2025 Q1	$217K	Hold	263	–	–	0.08%	112
2024 Q4	$203K	Hold	263	–	–	0.07%	118
2024 Q3	$233K	Sell	263 -94	-26%	-$84.5K	0.08%	116
2024 Q2	$323K	Sell	357 -69	-16%	-$55.2K	0.12%	94
2024 Q1	$331K	Sell	426 -3	-0.7%	-$2.13K	0.12%	99
2023 Q4	$250K	Sell	429 -219	-34%	-$128K	0.1%	116
2023 Q3	$348K	Hold	648	–	–	0.15%	101
2023 Q2	$304K	Hold	648	–	–	0.15%	107
2023 Q1	$223K	Buy	648 +34	+6%	+$11.5K	0.11%	121
2022 Q4	$225K	Hold	614	–	–	0.12%	117
2022 Q3	$199K	Hold	614	–	–	0.1%	117
2022 Q2	$199K	Sell	614 -52	-8%	-$15.6K	0.1%	119
2022 Q1	$191K	Sell	666 -136	-17%	-$35K	0.09%	130
2021 Q4	$222K	Hold	802	–	–	0.1%	124
2021 Q3	$185K	Sell	802 -31	-4%	-$7.65K	0.09%	129
2021 Q2	$191K	Sell	833 -35	-4%	-$7.03K	0.09%	127
2021 Q1	$162K	Sell	868 -445	-34%	-$87K	0.08%	132
2020 Q4	$222K	Hold	1,313	–	–	0.12%	114
2020 Q3	$194K	Hold	1,313	–	–	0.12%	115
2020 Q2	$216K	Hold	1,313	–	–	0.14%	113
2020 Q1	$182K	Hold	1,313	–	–	0.14%	117
2019 Q4	$173K	Buy	1,313 +573	+77%	+$66.4K	0.12%	145
2019 Q3	$82K	Buy	740 +100	+16%	+$11.1K	0.06%	169
2019 Q2	$71K	Hold	640	–	–	0.06%	162
2019 Q1	$83K	Buy	640 +355	+125%	+$43.2K	0.07%	154
2018 Q4	$33K	Buy	+285	New	+$31.8K	0.03%	177

Other funds holding LLY

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

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

Handelsbanken Fonder

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

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

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

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return