Caliber Wealth Management (Kansas)’s Eli Lilly LLY Stock Holding History

Caliber Wealth Management (Kansas)’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	$2.42M	Buy	2,017 +1,343	+199%	+$1.37M	0.23%	82
2026 Q1	$620K	Buy	674 +84	+14%	+$85.2K	0.07%	159
2025 Q4	$634K	Buy	590 +96	+19%	+$91.8K	0.07%	159
2025 Q3	$377K	Sell	494 -382	-44%	-$284K	0.04%	195
2025 Q2	$683K	Buy	876 +169	+24%	+$131K	0.07%	157
2025 Q1	$584K	Buy	+707	New	+$588K	0.08%	153

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

Caliber Wealth Management (Kansas)'s LLY Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Eli Lilly (LLY) stake by 199% in Q2 2026, buying an estimated $1.37M and bringing the position to 2,017 shares worth $2.42M. The position accounts for 0.23% of the portfolio, ranked #82.

Caliber Wealth Management (Kansas) first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. 1,774 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Caliber Wealth Management (Kansas) held 2,017 shares of Eli Lilly worth $2.42M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 1,343 Eli Lilly shares in Q2 2026, an estimated $1.37M.
Eli Lilly made up 0.23% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #82 holding.
Caliber Wealth Management (Kansas) first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
1,774 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.