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Balance Wealth’s Eli Lilly LLY Stock Holding History

Balance Wealth’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 		$323K Buy
269
+46
+21% +$47K 0.09% 125
2026
Q1 		$205K Buy
223
+34
+18% +$34.5K 0.06% 145
2025
Q4 		$203K Sell
189
-122
-39% -$117K 0.07% 140
2025
Q3 		$238K Sell
311
-62
-17% -$46.1K 0.06% 125
2025
Q2 		$291K Buy
373
+34
+10% +$26.4K 0.17% 88
2025
Q1 		$280K Buy
+339
New +$282K 0.18% 95

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

Balance Wealth's LLY Position: Q2 2026 in Review

Balance Wealth increased its Eli Lilly (LLY) stake by 21% in Q2 2026, buying an estimated $47K and bringing the position to 269 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #125.

Balance Wealth first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Balance Wealth held 269 shares of Eli Lilly worth $323K as of Q2 2026.
  • Balance Wealth bought 46 Eli Lilly shares in Q2 2026, an estimated $47K.
  • Eli Lilly made up 0.09% of Balance Wealth's portfolio in Q2 2026, its #125 holding.
  • Balance Wealth first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.