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Broadway Wealth Solutions’s Eli Lilly LLY Stock Holding History

Broadway Wealth Solutions’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 		$517K Buy
431
+19
+5% +$19.4K 0.24% 34
2026
Q1 		$379K Buy
412
+4
+1% +$4.05K 0.2% 44
2025
Q4 		$438K Sell
408
-67
-14% -$64.1K 0.23% 37
2025
Q3 		$362K Buy
475
+29
+7% +$21.6K 0.2% 46
2025
Q2 		$348K Buy
446
+29
+7% +$22.5K 0.22% 42
2025
Q1 		$344K Sell
417
-54
-11% -$44.9K 0.25% 37
2024
Q4 		$363K Buy
+471
New +$390K 0.28% 40

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

Broadway Wealth Solutions's LLY Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Eli Lilly (LLY) stake by 4.6% in Q2 2026, buying an estimated $19.4K and bringing the position to 431 shares worth $517K. The position accounts for 0.24% of the portfolio, ranked #34.

Broadway Wealth Solutions first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Broadway Wealth Solutions held 431 shares of Eli Lilly worth $517K as of Q2 2026.
  • Broadway Wealth Solutions bought 19 Eli Lilly shares in Q2 2026, an estimated $19.4K.
  • Eli Lilly made up 0.24% of Broadway Wealth Solutions's portfolio in Q2 2026, its #34 holding.
  • Broadway Wealth Solutions first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.