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Biltmore Wealth Management’s Eli Lilly LLY Stock Holding History

Biltmore 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 		$410K Buy
341
+14
+4% +$14.3K 0.13% 46
2026
Q1 		$301K Buy
327
+8
+3% +$8.11K 0.11% 51
2025
Q4 		$342K Sell
319
-11
-3% -$10.5K 0.13% 50
2025
Q3 		$252K Buy
330
+17
+5% +$12.7K 0.1% 55
2025
Q2 		$244K Buy
313
+1
+0.3% +$777 0.1% 55
2025
Q1 		$258K Hold
312
– – 0.11% 54
2024
Q4 		$241K Buy
312
+66
+27% +$54.6K 0.1% 53
2024
Q3 		$218K Buy
246
+5
+2% +$4.5K 0.09% 54
2024
Q2 		$218K Buy
+241
New +$193K 0.09% 51
2016
Q1 		– Sell
-2,954
Closed -$249K – 38
2015
Q4 		$249K Sell
2,954
-176
-6% -$14.6K 0.22% 34
2015
Q3 		$262K Buy
3,130
+26
+0.8% +$2.19K 0.23% 33
2015
Q2 		$259K Buy
3,104
+60
+2% +$4.57K 0.22% 38
2015
Q1 		$221K Hold
3,044
– – 0.19% 38
2014
Q4 		$210K Buy
+3,044
New +$205K 0.18% 36

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

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

Biltmore Wealth Management increased its Eli Lilly (LLY) stake by 4.3% in Q2 2026, buying an estimated $14.3K and bringing the position to 341 shares worth $410K. The position accounts for 0.13% of the portfolio, ranked #46.

Biltmore Wealth Management first reported a position in LLY in Q4 2014 and has held it in 14 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Biltmore Wealth Management held 341 shares of Eli Lilly worth $410K as of Q2 2026.
  • Biltmore Wealth Management bought 14 Eli Lilly shares in Q2 2026, an estimated $14.3K.
  • Eli Lilly made up 0.13% of Biltmore Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Biltmore Wealth Management first reported a position in Eli Lilly in Q4 2014 and has held it in 14 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Biltmore Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.