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Alteri Wealth’s Eli Lilly LLY Stock Holding History

Alteri 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 		$3.77M Buy
3,143
+77
+3% +$78.7K 1.04% 15
2026
Q1 		$2.82M Buy
3,066
+24
+0.8% +$24.3K 0.91% 19
2025
Q4 		$3.27M Sell
3,042
-108
-3% -$103K 1.06% 17
2025
Q3 		$2.4M Buy
3,150
+156
+5% +$116K 0.83% 20
2025
Q2 		$2.33M Sell
2,994
-49
-2% -$38.1K 0.91% 18
2025
Q1 		$2.51M Buy
3,043
+52
+2% +$43.3K 1.11% 15
2024
Q4 		$2.31M Buy
+2,991
New +$2.48M 0.64% 21

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Alteri Wealth's LLY Position: Q2 2026 in Review

Alteri Wealth increased its Eli Lilly (LLY) stake by 2.5% in Q2 2026, buying an estimated $78.7K and bringing the position to 3,143 shares worth $3.77M. The position accounts for 1.04% of the portfolio, ranked #15.

Alteri Wealth first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 2,015 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Alteri Wealth held 3,143 shares of Eli Lilly worth $3.77M as of Q2 2026.
  • Alteri Wealth bought 77 Eli Lilly shares in Q2 2026, an estimated $78.7K.
  • Eli Lilly made up 1.04% of Alteri Wealth's portfolio in Q2 2026, its #15 holding.
  • Alteri Wealth first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 2,015 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.