Eagle Wealth Strategies’s Eli Lilly LLY Stock Holding History

Eagle Wealth Strategies’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	$4.92M	Sell	4,105 -21	-0.5%	-$21.5K	1.88%	7
2026 Q1	$3.8M	Sell	4,126 -1	-0%	-$1.01K	1.66%	9
2025 Q4	$4.44M	Buy	4,127 +13	+0.3%	+$12.4K	2.07%	8
2025 Q3	$3.14M	Sell	4,114 -8	-0.2%	-$5.95K	1.56%	11
2025 Q2	$3.21M	Sell	4,122 -27	-0.7%	-$21K	1.8%	10
2025 Q1	$3.43M	Buy	4,149 +2	+0%	+$1.66K	2.1%	9
2024 Q4	$3.2M	Buy	4,147 +68	+2%	+$56.3K	2.32%	6
2024 Q3	$3.61M	Buy	4,079 +39	+1%	+$35.1K	2.64%	4
2024 Q2	$3.66M	Buy	4,040 +25	+0.6%	+$20K	2.96%	4
2024 Q1	$3.05M	Buy	4,015 +10	+0.2%	+$7.12K	2.48%	5
2023 Q4	$2.33M	Buy	+4,005	New	+$2.34M	1.41%	9

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

Eagle Wealth Strategies's LLY Position: Q2 2026 in Review

Eagle Wealth Strategies reduced its Eli Lilly (LLY) stake by 0.51% in Q2 2026, selling an estimated $21.5K and leaving 4,105 shares worth $4.92M. The position accounts for 1.88% of the portfolio, ranked #7.

Eagle Wealth Strategies first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Eagle Wealth Strategies held 4,105 shares of Eli Lilly worth $4.92M as of Q2 2026.
Eagle Wealth Strategies sold 21 Eli Lilly shares in Q2 2026, an estimated $21.5K.
Eli Lilly made up 1.88% of Eagle Wealth Strategies's portfolio in Q2 2026, its #7 holding.
Eagle Wealth Strategies first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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