FMA Wealth Management’s Eli Lilly LLY Stock Holding History

FMA 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	$240K	Buy	+200	New	+$204K	0.15%	36
2026 Q1	–	Sell	-200	Closed	-$215K	–	44
2025 Q4	$215K	Buy	+200	New	+$191K	0.14%	44
2025 Q2	–	Sell	-300	Closed	-$276K	–	45
2025 Q1	$276K	Hold	300	–	–	0.21%	34
2024 Q4	$232K	Sell	300 -50	-14%	-$41.4K	0.17%	37
2024 Q3	$310K	Sell	350 -15	-4%	-$13.5K	0.22%	32
2024 Q2	$330K	Sell	365 -100	-22%	-$80K	0.27%	34
2024 Q1	$362K	Hold	465	–	–	0.3%	33
2023 Q4	$271K	Buy	+465	New	+$271K	0.25%	35

Other funds holding LLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

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) 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

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

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

FMA Wealth Management opened a new position in Eli Lilly (LLY) in Q2 2026: 200 shares worth $240K. The stake represents 0.15% of the portfolio and ranks #36 among its holdings. This is a return to the name: FMA Wealth Management previously reported a position in LLY as recently as Q4 2025.

FMA Wealth Management first reported a position in LLY in Q4 2023 and has held it in 8 quarters since. The position peaked at $362K in Q1 2024. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

FMA Wealth Management held 200 shares of Eli Lilly worth $240K as of Q2 2026.
Eli Lilly was a new FMA Wealth Management position in Q2 2026.
Eli Lilly made up 0.15% of FMA Wealth Management's portfolio in Q2 2026, its #36 holding.
FMA Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 8 quarters since.
FMA Wealth Management's Eli Lilly position peaked at $362K in Q1 2024.
841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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