Delta Wealth Advisors’s Eli Lilly LLY Stock Holding History

Delta 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	$1.12M	Sell	935 -3,816	-80%	-$3.9M	0.8%	25
2026 Q1	$4.37M	Buy	4,751 +3,699	+352%	+$3.75M	3.33%	13
2025 Q4	$1.13M	Buy	1,052 +8	+0.8%	+$7.65K	0.95%	24
2025 Q3	$797K	Buy	1,044 +5	+0.5%	+$3.72K	0.62%	25
2025 Q2	$810K	Hold	1,039	–	–	0.68%	24
2025 Q1	$858K	Sell	1,039 -81	-7%	-$67.4K	0.78%	19
2024 Q4	$865K	Hold	1,120	–	–	0.81%	19
2024 Q3	$992K	Hold	1,120	–	–	0.95%	19
2024 Q2	$1.01M	Hold	1,120	–	–	0.99%	19
2024 Q1	$871K	Buy	+1,120	New	+$797K	0.9%	24

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

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

Delta Wealth Advisors reduced its Eli Lilly (LLY) stake by 80% in Q2 2026, selling an estimated $3.9M and leaving 935 shares worth $1.12M. The position accounts for 0.8% of the portfolio, ranked #25.

Delta Wealth Advisors first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.37M in Q1 2026. 1,654 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Delta Wealth Advisors held 935 shares of Eli Lilly worth $1.12M as of Q2 2026.
Delta Wealth Advisors sold 3,816 Eli Lilly shares in Q2 2026, an estimated $3.9M.
Eli Lilly made up 0.8% of Delta Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Delta Wealth Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
Delta Wealth Advisors's Eli Lilly position peaked at $4.37M in Q1 2026.
1,654 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.