Catalyst Private Wealth’s Eli Lilly LLY Stock Holding History

Catalyst Private 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	$721K	Buy	601 +38	+7%	+$38.8K	0.35%	45
2026 Q1	$518K	Buy	563 +51	+10%	+$51.7K	0.28%	48
2025 Q4	$550K	Buy	512 +26	+5%	+$24.9K	0.24%	48
2025 Q3	$371K	Buy	486 +10	+2%	+$7.44K	0.16%	63
2025 Q2	$371K	Buy	476 +35	+8%	+$27.2K	0.17%	62
2025 Q1	$364K	Buy	441 +4	+0.9%	+$3.33K	0.18%	58
2024 Q4	$337K	Buy	437 +35	+9%	+$29K	0.15%	67
2024 Q3	$356K	Hold	402	–	–	0.17%	64
2024 Q2	$364K	Buy	+402	New	+$322K	0.19%	62
2020 Q4	–	Sell	-34	Closed	-$5K	–	177
2020 Q3	$5K	Buy	+34	New	+$5.26K	﹤0.01%	240

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

Catalyst Private Wealth's LLY Position: Q2 2026 in Review

Catalyst Private Wealth increased its Eli Lilly (LLY) stake by 6.7% in Q2 2026, buying an estimated $38.8K and bringing the position to 601 shares worth $721K. The position accounts for 0.35% of the portfolio, ranked #45.

Catalyst Private Wealth first reported a position in LLY in Q3 2020 and has held it in 10 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Catalyst Private Wealth held 601 shares of Eli Lilly worth $721K as of Q2 2026.
Catalyst Private Wealth bought 38 Eli Lilly shares in Q2 2026, an estimated $38.8K.
Eli Lilly made up 0.35% of Catalyst Private Wealth's portfolio in Q2 2026, its #45 holding.
Catalyst Private Wealth first reported a position in Eli Lilly in Q3 2020 and has held it in 10 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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