FSM Wealth Advisors’s Eli Lilly LLY Stock Holding History

FSM 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	$2.49M	Buy	2,078 +192	+10%	+$196K	0.27%	53
2026 Q1	$1.73M	Buy	1,886 +19	+1%	+$19.3K	0.22%	58
2025 Q4	$2.01M	Buy	1,867 +75	+4%	+$71.7K	0.27%	52
2025 Q3	$1.37M	Buy	1,792 +181	+11%	+$135K	0.19%	70
2025 Q2	$1.24M	Buy	1,611 +127	+9%	+$98.7K	0.2%	72
2025 Q1	$1.23M	Buy	1,484 +188	+15%	+$156K	0.28%	51
2024 Q4	$982K	Sell	1,296 -110	-8%	-$91.1K	0.24%	60
2024 Q3	$1.25M	Buy	1,406 +161	+13%	+$145K	0.33%	49
2024 Q2	$1.13M	Hold	1,245	–	–	0.38%	47
2024 Q1	$968K	Sell	1,245 -95	-7%	-$67.6K	0.34%	51
2023 Q4	$781K	Buy	1,340 +16	+1%	+$9.34K	0.33%	56
2023 Q3	$711K	Buy	1,324 +116	+10%	+$59.8K	0.36%	55
2023 Q2	$531K	Buy	1,208 +244	+25%	+$102K	0.27%	77
2023 Q1	$331K	Buy	964 +2	+0.2%	+$675	0.19%	103
2022 Q4	$352K	Sell	962 -78	-8%	-$27.7K	0.25%	90
2022 Q3	$336K	Sell	1,040 -17	-2%	-$5.39K	0.28%	89
2022 Q2	$320K	Buy	+1,057	New	+$317K	0.32%	78

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

FSM Wealth Advisors increased its Eli Lilly (LLY) stake by 10% in Q2 2026, buying an estimated $196K and bringing the position to 2,078 shares worth $2.49M. The position accounts for 0.27% of the portfolio, ranked #53.

FSM Wealth Advisors first reported a position in LLY in Q2 2022 and has held it in 17 quarters since. 2,206 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

FSM Wealth Advisors held 2,078 shares of Eli Lilly worth $2.49M as of Q2 2026.
FSM Wealth Advisors bought 192 Eli Lilly shares in Q2 2026, an estimated $196K.
Eli Lilly made up 0.27% of FSM Wealth Advisors's portfolio in Q2 2026, its #53 holding.
FSM Wealth Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 17 quarters since.
2,206 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.