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ARQ Wealth Advisors’s Eli Lilly LLY Stock Holding History

ARQ Wealth Advisors’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 		$623K Buy
536
+20
+4% +$20.4K 0.08% 138
2026
Q1 		$475K Hold
516
– – 0.09% 134
2025
Q4 		$555K Sell
516
-116
-18% -$111K 0.15% 87
2025
Q3 		$482K Buy
632
+246
+64% +$183K 0.14% 92
2025
Q2 		$319K Hold
386
– – 0.11% 87
2025
Q1 		$319K Buy
386
+16
+4% +$13.3K 0.12% 82
2024
Q4 		$286K Sell
370
-2
-0.5% -$1.66K 0.11% 84
2024
Q3 		$357K Hold
372
– – 0.14% 73
2024
Q2 		$337K Buy
372
+81
+28% +$64.8K 0.15% 70
2024
Q1 		$226K Buy
+291
New +$207K 0.1% 82

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

ARQ Wealth Advisors's LLY Position: Q2 2026 in Review

ARQ Wealth Advisors increased its Eli Lilly (LLY) stake by 3.9% in Q2 2026, buying an estimated $20.4K and bringing the position to 536 shares worth $623K. The position accounts for 0.08% of the portfolio, ranked #138.

ARQ Wealth Advisors first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • ARQ Wealth Advisors held 536 shares of Eli Lilly worth $623K as of Q2 2026.
  • ARQ Wealth Advisors bought 20 Eli Lilly shares in Q2 2026, an estimated $20.4K.
  • Eli Lilly made up 0.08% of ARQ Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • ARQ Wealth Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.