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Altus Wealth Group’s Eli Lilly LLY Stock Holding History

Altus Wealth Group’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 		$450K Buy
375
+64
+21% +$65.4K 0.16% 98
2026
Q1 		$286K Buy
311
+24
+8% +$24.3K 0.12% 109
2025
Q4 		$308K Buy
287
+4
+1% +$3.83K 0.12% 105
2025
Q3 		$216K Sell
283
-11
-4% -$8.19K 0.09% 130
2025
Q2 		$229K Sell
294
-58
-16% -$45.1K 0.1% 119
2025
Q1 		$291K Hold
352
– – 0.14% 107
2024
Q4 		$272K Buy
352
+28
+9% +$23.2K 0.12% 118
2024
Q3 		$287K Sell
324
-269
-45% -$242K 0.12% 114
2024
Q2 		$537K Sell
593
-21
-3% -$16.8K 0.27% 80
2024
Q1 		$478K Buy
614
+17
+3% +$12.1K 0.24% 86
2023
Q4 		$348K Buy
597
+4
+0.7% +$2.33K 0.19% 105
2023
Q3 		$319K Sell
593
-10
-2% -$5.15K 0.2% 99
2023
Q2 		$283K Hold
603
– – 0.17% 113
2023
Q1 		$207K Hold
603
– – 0.14% 122
2022
Q4 		$221K Buy
+603
New +$214K 0.17% 120
2021
Q1 		– Sell
-261
Closed -$44K – 505
2020
Q4 		$44K Buy
+261
New +$39K 0.04% 241

Other funds holding LLY

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Altus Wealth Group's LLY Position: Q2 2026 in Review

Altus Wealth Group increased its Eli Lilly (LLY) stake by 21% in Q2 2026, buying an estimated $65.4K and bringing the position to 375 shares worth $450K. The position accounts for 0.16% of the portfolio, ranked #98.

Altus Wealth Group first reported a position in LLY in Q4 2020 and has held it in 16 quarters since. The position peaked at $537K in Q2 2024. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Altus Wealth Group held 375 shares of Eli Lilly worth $450K as of Q2 2026.
  • Altus Wealth Group bought 64 Eli Lilly shares in Q2 2026, an estimated $65.4K.
  • Eli Lilly made up 0.16% of Altus Wealth Group's portfolio in Q2 2026, its #98 holding.
  • Altus Wealth Group first reported a position in Eli Lilly in Q4 2020 and has held it in 16 quarters since.
  • Altus Wealth Group's Eli Lilly position peaked at $537K in Q2 2024.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.