Activest Wealth Management’s Eli Lilly LLY Stock Holding History

Activest 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	$3.09M	Sell	2,573 -66	-3%	-$67.4K	0.6%	23
2026 Q1	$2.43M	Buy	2,639 +2,043	+343%	+$2.07M	0.43%	31
2025 Q4	$640K	Buy	596 +103	+21%	+$98.5K	0.12%	78
2025 Q3	$376K	Buy	493 +301	+157%	+$224K	0.08%	90
2025 Q2	$150K	Sell	192 -38	-17%	-$29.5K	0.04%	110
2025 Q1	$190K	Buy	230 +116	+102%	+$96.5K	0.05%	100
2024 Q4	$87.9K	Sell	114 -2	-2%	-$1.66K	0.02%	132
2024 Q3	$103K	Buy	116 +66	+132%	+$59.3K	0.03%	119
2024 Q2	$45.3K	Hold	50	–	–	0.01%	179
2024 Q1	$38.9K	Buy	+50	New	+$35.6K	0.02%	131
2023 Q3	–	Sell	-88	Closed	-$45.3K	–	368
2023 Q2	$39.9K	Buy	+88	New	+$36.9K	0.03%	97

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

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

Activest Wealth Management reduced its Eli Lilly (LLY) stake by 2.5% in Q2 2026, selling an estimated $67.4K and leaving 2,573 shares worth $3.09M. The position accounts for 0.6% of the portfolio, ranked #23.

Activest Wealth Management first reported a position in LLY in Q2 2023 and has held it in 11 quarters since. 1,857 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Activest Wealth Management held 2,573 shares of Eli Lilly worth $3.09M as of Q2 2026.
Activest Wealth Management sold 66 Eli Lilly shares in Q2 2026, an estimated $67.4K.
Eli Lilly made up 0.6% of Activest Wealth Management's portfolio in Q2 2026, its #23 holding.
Activest Wealth Management first reported a position in Eli Lilly in Q2 2023 and has held it in 11 quarters since.
1,857 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.