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Elmwood Wealth Management’s Eli Lilly LLY Stock Holding History

Elmwood 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 		$1.05M Buy
879
+46
+6% +$47K 0.26% 87
2026
Q1 		$766K Buy
833
+17
+2% +$17.2K 0.21% 100
2025
Q4 		$877K Buy
816
+45
+6% +$43K 0.28% 89
2025
Q3 		$588K Buy
771
+132
+21% +$98.2K 0.21% 96
2025
Q2 		$498K Buy
639
+1
+0.2% +$777 0.2% 96
2025
Q1 		$527K Buy
638
+21
+3% +$17.5K 0.22% 90
2024
Q4 		$476K Buy
617
+32
+5% +$26.5K 0.19% 96
2024
Q3 		$518K Buy
+585
New +$526K 0.21% 93

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

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

Elmwood Wealth Management increased its Eli Lilly (LLY) stake by 5.5% in Q2 2026, buying an estimated $47K and bringing the position to 879 shares worth $1.05M. The position accounts for 0.26% of the portfolio, ranked #87.

Elmwood Wealth Management first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 887 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Elmwood Wealth Management held 879 shares of Eli Lilly worth $1.05M as of Q2 2026.
  • Elmwood Wealth Management bought 46 Eli Lilly shares in Q2 2026, an estimated $47K.
  • Eli Lilly made up 0.26% of Elmwood Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Elmwood Wealth Management first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
  • 887 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.