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ARS Wealth Advisors Group’s Eli Lilly LLY Stock Holding History

ARS Wealth Advisors 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 		$2.71M Buy
2,261
+11
+0.5% +$11.2K 0.21% 59
2026
Q1 		$2.07M Buy
2,250
+102
+5% +$103K 0.17% 64
2025
Q4 		$2.31M Sell
2,148
-94
-4% -$89.9K 0.21% 56
2025
Q3 		$1.71M Buy
2,242
+49
+2% +$36.5K 0.17% 63
2025
Q2 		$1.71M Buy
2,193
+78
+4% +$60.6K 0.2% 61
2025
Q1 		$1.75M Buy
2,115
+2
+0.1% +$1.66K 0.25% 52
2024
Q4 		$1.63M Buy
2,113
+27
+1% +$22.4K 0.22% 53
2024
Q3 		$1.85M Buy
2,086
+20
+1% +$18K 0.23% 55
2024
Q2 		$1.87M Buy
2,066
+44
+2% +$35.2K 0.24% 52
2024
Q1 		$1.57M Sell
2,022
-19
-0.9% -$13.5K 0.21% 55
2023
Q4 		$1.19M Buy
2,041
+124
+6% +$72.4K 0.18% 56
2023
Q3 		$1.03M Buy
1,917
+89
+5% +$45.9K 0.17% 65
2023
Q2 		$857K Sell
1,828
-375
-17% -$157K 0.14% 71
2023
Q1 		$757K Buy
2,203
+370
+20% +$125K 0.14% 70
2022
Q4 		$671K Sell
1,833
-5,401
-75% -$1.91M 0.11% 76
2022
Q3 		$2.34M Hold
7,234
– – 0.36% 58
2022
Q2 		$2.35M Buy
7,234
+667
+10% +$200K 0.32% 68
2022
Q1 		$1.88M Sell
6,567
-64
-1% -$16.5K 0.33% 45
2021
Q4 		$1.83M Buy
6,631
+101
+2% +$25.6K 0.31% 44
2021
Q3 		$1.51M Buy
+6,530
New +$1.61M 0.27% 46

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

ARS Wealth Advisors Group's LLY Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Eli Lilly (LLY) stake by 0.49% in Q2 2026, buying an estimated $11.2K and bringing the position to 2,261 shares worth $2.71M. The position accounts for 0.21% of the portfolio, ranked #59.

ARS Wealth Advisors Group first reported a position in LLY in Q3 2021 and has held it in 20 quarters since. 1,863 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • ARS Wealth Advisors Group held 2,261 shares of Eli Lilly worth $2.71M as of Q2 2026.
  • ARS Wealth Advisors Group bought 11 Eli Lilly shares in Q2 2026, an estimated $11.2K.
  • Eli Lilly made up 0.21% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #59 holding.
  • ARS Wealth Advisors Group first reported a position in Eli Lilly in Q3 2021 and has held it in 20 quarters since.
  • 1,863 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.