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Client 1st Advisory Group’s Eli Lilly LLY Stock Holding History

Client 1st Advisory Group’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 		$2.05M Buy
1,705
+107
+7% +$109K 0.53% 33
2026
Q1 		$1.47M Sell
1,598
-14
-0.9% -$14.2K 0.45% 31
2025
Q4 		$1.73M Buy
1,612
+31
+2% +$29.6K 0.54% 30
2025
Q3 		$1.21M Hold
1,581
– – 0.4% 38
2025
Q2 		$1.23M Hold
1,581
– – 0.45% 35
2025
Q1 		$1.31M Buy
1,581
+5
+0.3% +$4.16K 0.51% 27
2024
Q4 		$1.22M Hold
1,576
– – 0.47% 32
2024
Q3 		$1.4M Buy
+1,576
New +$1.42M 0.55% 27

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
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
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
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Client 1st Advisory Group's LLY Position: Q2 2026 in Review

Client 1st Advisory Group increased its Eli Lilly (LLY) stake by 6.7% in Q2 2026, buying an estimated $109K and bringing the position to 1,705 shares worth $2.05M. The position accounts for 0.53% of the portfolio, ranked #33.

Client 1st Advisory Group first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 1,000 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Client 1st Advisory Group held 1,705 shares of Eli Lilly worth $2.05M as of Q2 2026.
  • Client 1st Advisory Group bought 107 Eli Lilly shares in Q2 2026, an estimated $109K.
  • Eli Lilly made up 0.53% of Client 1st Advisory Group's portfolio in Q2 2026, its #33 holding.
  • Client 1st Advisory Group first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
  • 1,000 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.