Centerline Wealth Advisors’s Eli Lilly LLY Stock Holding History

Centerline 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	$206K	Buy	+172	New	+$176K	0.06%	79
2026 Q1	–	Sell	-699	Closed	-$751K	–	76
2025 Q4	$751K	Sell	699 -265	-27%	-$253K	0.27%	39
2025 Q3	$736K	Buy	964 +49	+5%	+$36.5K	0.32%	29
2025 Q2	$713K	Sell	915 -4	-0.4%	-$3.11K	0.35%	28
2025 Q1	$759K	Sell	919 -28	-3%	-$23.3K	0.45%	22
2024 Q4	$731K	Buy	+947	New	+$784K	0.43%	22

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

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

Centerline Wealth Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 172 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #79 among its holdings. This is a return to the name: Centerline Wealth Advisors previously reported a position in LLY as recently as Q4 2025.

Centerline Wealth Advisors first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $759K in Q1 2025. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Centerline Wealth Advisors held 172 shares of Eli Lilly worth $206K as of Q2 2026.
Eli Lilly was a new Centerline Wealth Advisors position in Q2 2026.
Eli Lilly made up 0.06% of Centerline Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Centerline Wealth Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
Centerline Wealth Advisors's Eli Lilly position peaked at $759K in Q1 2025.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.