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GK Wealth Management’s Eli Lilly LLY Stock Holding History

GK 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 		$261K Buy
+217
New +$222K 0.14% 176
2026
Q1 		– Sell
-246
Closed -$264K – 132
2025
Q4 		$264K Sell
246
-42
-15% -$40.2K 0.18% 139
2025
Q3 		$220K Sell
288
-127
-31% -$94.5K 0.16% 157
2025
Q2 		$323K Sell
415
-106
-20% -$82.4K 0.29% 92
2025
Q1 		$430K Buy
521
+68
+15% +$56.6K 0.49% 53
2024
Q4 		$350K Buy
+453
New +$375K 0.44% 65

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

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

GK Wealth Management opened a new position in Eli Lilly (LLY) in Q2 2026: 217 shares worth $261K. The stake represents 0.14% of the portfolio and ranks #176 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in LLY as recently as Q4 2025.

GK Wealth Management first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $430K in Q1 2025. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • GK Wealth Management held 217 shares of Eli Lilly worth $261K as of Q2 2026.
  • Eli Lilly was a new GK Wealth Management position in Q2 2026.
  • Eli Lilly made up 0.14% of GK Wealth Management's portfolio in Q2 2026, its #176 holding.
  • GK Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • GK Wealth Management's Eli Lilly position peaked at $430K in Q1 2025.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.