CWA
LLY icon

Carolina Wealth Advisors’s Eli Lilly LLY Stock Holding History

Carolina Wealth Advisors’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 		$2.07M Buy
1,724
+25
+1% +$25.5K 0.81% 45
2026
Q1 		$1.56M Sell
1,699
-31
-2% -$31.4K 0.65% 57
2025
Q4 		$1.86M Buy
1,730
+112
+7% +$107K 0.83% 27
2025
Q3 		$1.23M Buy
1,618
+306
+23% +$228K 0.53% 39
2025
Q2 		$1.02M Buy
1,312
+375
+40% +$291K 0.5% 41
2025
Q1 		$774K Buy
937
+647
+223% +$538K 0.42% 41
2024
Q4 		$224K Buy
290
+151
+109% +$125K 0.12% 56
2024
Q3 		$123K Buy
139
+58
+72% +$52.1K 0.06% 65
2024
Q2 		$73.3K Hold
81
– – 0.04% 81
2024
Q1 		$63K Hold
81
– – 0.03% 99
2023
Q4 		$47.2K Hold
81
– – 0.02% 115
2023
Q3 		$43.5K Hold
81
– – 0.02% 126
2023
Q2 		$38K Buy
81
+13
+19% +$5.45K 0.02% 113
2023
Q1 		$23.4K Hold
68
– – 0.01% 125
2022
Q4 		$25K Hold
68
– – 0.02% 120
2022
Q3 		$22K Hold
68
– – 0.02% 122
2022
Q2 		$22K Hold
68
– – 0.01% 141
2022
Q1 		$19K Hold
68
– – 0.01% 157
2021
Q4 		$19K Sell
68
-3,250
-98% -$824K 0.01% 164
2021
Q3 		$767K Sell
3,318
-117
-3% -$28.9K 0.51% 31
2021
Q2 		$788K Sell
3,435
-80
-2% -$16.1K 0.53% 31
2021
Q1 		$657K Sell
3,515
-3,636
-51% -$711K 0.48% 31
2020
Q4 		$1.21M Sell
7,151
-105
-1% -$15.7K 0.97% 28
2020
Q3 		$1.07M Buy
7,256
+581
+9% +$89.9K 0.94% 28
2020
Q2 		$1.1M Buy
6,675
+586
+10% +$90K 1.06% 28
2020
Q1 		$845K Buy
6,089
+2,398
+65% +$329K 0.98% 27
2019
Q4 		$485K Buy
+3,691
New +$428K 0.46% 37

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
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
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

Carolina Wealth Advisors's LLY Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Eli Lilly (LLY) stake by 1.5% in Q2 2026, buying an estimated $25.5K and bringing the position to 1,724 shares worth $2.07M. The position accounts for 0.81% of the portfolio, ranked #45.

Carolina Wealth Advisors first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. 2,000 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Carolina Wealth Advisors held 1,724 shares of Eli Lilly worth $2.07M as of Q2 2026.
  • Carolina Wealth Advisors bought 25 Eli Lilly shares in Q2 2026, an estimated $25.5K.
  • Eli Lilly made up 0.81% of Carolina Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Carolina Wealth Advisors first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • 2,000 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.