Atlantic Edge Private Wealth Management’s Eli Lilly LLY Stock Holding History

Atlantic Edge Private 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	$1.55M	Buy	1,291 +81	+7%	+$82.8K	0.32%	61
2026 Q1	$1.11M	Hold	1,210	–	–	0.27%	70
2025 Q4	$1.3M	Hold	1,210	–	–	0.32%	61
2025 Q3	$923K	Buy	1,210 +32	+3%	+$23.8K	0.24%	75
2025 Q2	$918K	Sell	1,178 -5	-0.4%	-$3.88K	0.25%	75
2025 Q1	$977K	Sell	1,183 -5	-0.4%	-$4.16K	0.3%	72
2024 Q4	$917K	Sell	1,188 -56	-5%	-$46.4K	0.28%	69
2024 Q3	$1.1M	Sell	1,244 -14	-1%	-$12.6K	0.34%	69
2024 Q2	$1.14M	Sell	1,258 -35	-3%	-$28K	0.38%	64
2024 Q1	$1.01M	Sell	1,293 -100	-7%	-$71.2K	0.35%	68
2023 Q4	$812K	Buy	+1,393	New	+$813K	0.33%	71

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

Atlantic Edge Private Wealth Management's LLY Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Eli Lilly (LLY) stake by 6.7% in Q2 2026, buying an estimated $82.8K and bringing the position to 1,291 shares worth $1.55M. The position accounts for 0.32% of the portfolio, ranked #61.

Atlantic Edge Private Wealth Management first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 1,874 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Atlantic Edge Private Wealth Management held 1,291 shares of Eli Lilly worth $1.55M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 81 Eli Lilly shares in Q2 2026, an estimated $82.8K.
Eli Lilly made up 0.32% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #61 holding.
Atlantic Edge Private Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
1,874 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.