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Crown Wealth Group’s Eli Lilly LLY Stock Holding History

Crown Wealth 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 		$3.83M Buy
3,191
+13
+0.4% +$13.3K 0.97% 20
2026
Q1 		$2.92M Sell
3,178
-87
-3% -$88.2K 0.86% 24
2025
Q4 		$3.51M Buy
3,265
+184
+6% +$176K 0.98% 21
2025
Q3 		$2.35M Sell
3,081
-136
-4% -$101K 0.71% 25
2025
Q2 		$2.51M Sell
3,217
-65
-2% -$50.5K 0.94% 21
2025
Q1 		$2.71M Buy
3,282
+187
+6% +$156K 1.41% 17
2024
Q4 		$2.39M Buy
3,095
+54
+2% +$44.7K 0.97% 20
2024
Q3 		$2.69M Sell
3,041
-205
-6% -$184K 1.17% 19
2024
Q2 		$2.94M Buy
3,246
+134
+4% +$107K 1.47% 16
2024
Q1 		$2.42M Sell
3,112
-53
-2% -$37.7K 1.25% 18
2023
Q4 		$1.85M Buy
3,165
+569
+22% +$332K 1.11% 18
2023
Q3 		$1.39M Sell
2,596
-26
-1% -$13.4K 1.05% 17
2023
Q2 		$1.23M Sell
2,622
-14
-0.5% -$5.87K 0.97% 17
2023
Q1 		$905K Sell
2,636
-66
-2% -$22.3K 0.76% 21
2022
Q4 		$989K Buy
2,702
+894
+49% +$317K 0.93% 18
2022
Q3 		$585K Sell
1,808
-107
-6% -$33.9K 0.6% 26
2022
Q2 		$621K Buy
1,915
+63
+3% +$18.9K 0.56% 31
2022
Q1 		$530K Buy
+1,852
New +$477K 0.37% 46

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Crown Wealth Group's LLY Position: Q2 2026 in Review

Crown Wealth Group increased its Eli Lilly (LLY) stake by 0.41% in Q2 2026, buying an estimated $13.3K and bringing the position to 3,191 shares worth $3.83M. The position accounts for 0.97% of the portfolio, ranked #20.

Crown Wealth Group first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. 2,115 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Crown Wealth Group held 3,191 shares of Eli Lilly worth $3.83M as of Q2 2026.
  • Crown Wealth Group bought 13 Eli Lilly shares in Q2 2026, an estimated $13.3K.
  • Eli Lilly made up 0.97% of Crown Wealth Group's portfolio in Q2 2026, its #20 holding.
  • Crown Wealth Group first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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