CWM
LLY icon

Centurion Wealth Management’s Eli Lilly LLY Stock Holding History

Centurion Wealth Management’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 		$2.1M Sell
1,750
-138
-7% -$141K 0.5% 51
2026
Q1 		$1.74M Sell
1,888
-50
-3% -$50.7K 0.39% 67
2025
Q4 		$2.08M Sell
1,938
-40
-2% -$38.2K 0.46% 55
2025
Q3 		$1.51M Buy
1,978
+1,050
+113% +$781K 0.34% 66
2025
Q2 		$723K Sell
928
-52
-5% -$40.4K 0.21% 86
2025
Q1 		$757K Hold
980
– – 0.24% 74
2024
Q4 		$757K Buy
980
+5
+0.5% +$4.14K 0.24% 74
2024
Q3 		$864K Buy
+975
New +$877K 0.28% 69
2024
Q1 		$970K Buy
1,247
+306
+33% +$218K 0.38% 51
2023
Q4 		$549K Hold
941
– – 0.23% 73
2023
Q3 		$505K Hold
941
– – 0.25% 71
2023
Q2 		$441K Sell
941
-1
-0.1% -$419 0.21% 84
2023
Q1 		$324K Sell
942
-1
-0.1% -$337 0.16% 103
2022
Q4 		$345K Buy
+943
New +$334K 0.19% 100

Other funds holding LLY

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Centurion Wealth Management's LLY Position: Q2 2026 in Review

Centurion Wealth Management reduced its Eli Lilly (LLY) stake by 7.3% in Q2 2026, selling an estimated $141K and leaving 1,750 shares worth $2.1M. The position accounts for 0.5% of the portfolio, ranked #51.

Centurion Wealth Management first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Centurion Wealth Management held 1,750 shares of Eli Lilly worth $2.1M as of Q2 2026.
  • Centurion Wealth Management sold 138 Eli Lilly shares in Q2 2026, an estimated $141K.
  • Eli Lilly made up 0.5% of Centurion Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Centurion Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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