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Axxcess Wealth Management’s Eli Lilly LLY Stock Holding History

Axxcess 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 		$26.2M Buy
21,821
+1,455
+7% +$1.49M 0.42% 50
2026
Q1 		$18.7M Sell
20,366
-1,982
-9% -$2.01M 0.6% 41
2025
Q4 		$23.5M Buy
22,348
+1,408
+7% +$1.35M 0.41% 50
2025
Q3 		$16M Buy
20,940
+205
+1% +$153K 0.34% 64
2025
Q2 		$16.2M Buy
20,735
+238
+1% +$185K 0.38% 52
2025
Q1 		$16.9M Sell
20,497
-3,454
-14% -$2.87M 0.45% 49
2024
Q4 		$18.5M Buy
23,951
+1,171
+5% +$970K 0.44% 46
2024
Q3 		$20.2M Buy
22,780
+916
+4% +$824K 0.5% 42
2024
Q2 		$19.8M Sell
21,864
-2,794
-11% -$2.23M 0.52% 41
2024
Q1 		$19.2M Buy
24,658
+981
+4% +$698K 0.53% 37
2023
Q4 		$13.8M Buy
23,677
+2,761
+13% +$1.61M 0.4% 51
2023
Q3 		$11.2M Buy
20,916
+11,279
+117% +$5.81M 0.38% 57
2023
Q2 		$4.52M Sell
9,637
-4,124
-30% -$1.73M 0.33% 71
2023
Q1 		$4.73M Sell
13,761
-6,613
-32% -$2.23M 0.36% 65
2022
Q4 		$7.45M Buy
20,374
+43
+0.2% +$15.2K 0.61% 33
2022
Q3 		$6.57M Buy
20,331
+9,300
+84% +$2.95M 0.62% 30
2022
Q2 		$3.58M Buy
11,031
+2,707
+33% +$813K 0.33% 68
2022
Q1 		$2.38M Buy
8,324
+1,283
+18% +$330K 0.19% 108
2021
Q4 		$1.95M Buy
+7,041
New +$1.78M 0.14% 124

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Axxcess Wealth Management's LLY Position: Q2 2026 in Review

Axxcess Wealth Management increased its Eli Lilly (LLY) stake by 7.1% in Q2 2026, buying an estimated $1.49M and bringing the position to 21,821 shares worth $26.2M. The position accounts for 0.42% of the portfolio, ranked #50.

Axxcess Wealth Management first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Axxcess Wealth Management held 21,821 shares of Eli Lilly worth $26.2M as of Q2 2026.
  • Axxcess Wealth Management bought 1,455 Eli Lilly shares in Q2 2026, an estimated $1.49M.
  • Eli Lilly made up 0.42% of Axxcess Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Axxcess Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.