Global Wealth Strategies & Associates’s Eli Lilly LLY Stock Holding History

Global Wealth Strategies & Associates’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	$397K	Sell	331 -49	-13%	-$50.1K	0.08%	66
2026 Q1	$350K	Sell	380 -18	-5%	-$18.2K	0.09%	61
2025 Q4	$428K	Buy	398 +56	+16%	+$53.5K	0.11%	47
2025 Q3	$261K	Sell	342 -30	-8%	-$22.3K	0.07%	62
2025 Q2	$290K	Sell	372 -31	-8%	-$24.1K	0.08%	47
2025 Q1	$333K	Sell	403 -178	-31%	-$148K	0.1%	41
2024 Q4	$449K	Sell	581 -5	-0.9%	-$4.14K	0.14%	33
2024 Q3	$519K	Sell	586 -41	-7%	-$36.9K	0.17%	26
2024 Q2	$568K	Buy	627 +14	+2%	+$11.2K	0.2%	25
2024 Q1	$477K	Sell	613 -15	-2%	-$10.7K	0.18%	28
2023 Q4	$366K	Sell	628 -15	-2%	-$8.76K	0.15%	29
2023 Q3	$345K	Sell	643 -20	-3%	-$10.3K	0.16%	34
2023 Q2	$311K	Hold	663	–	–	0.15%	34
2023 Q1	$228K	Hold	663	–	–	0.12%	37
2022 Q4	$243K	Buy	+663	New	+$235K	0.14%	38

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

Global Wealth Strategies & Associates's LLY Position: Q2 2026 in Review

Global Wealth Strategies & Associates reduced its Eli Lilly (LLY) stake by 13% in Q2 2026, selling an estimated $50.1K and leaving 331 shares worth $397K. The position accounts for 0.08% of the portfolio, ranked #66.

Global Wealth Strategies & Associates first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $568K in Q2 2024. 1,411 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Global Wealth Strategies & Associates held 331 shares of Eli Lilly worth $397K as of Q2 2026.
Global Wealth Strategies & Associates sold 49 Eli Lilly shares in Q2 2026, an estimated $50.1K.
Eli Lilly made up 0.08% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #66 holding.
Global Wealth Strategies & Associates first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
Global Wealth Strategies & Associates's Eli Lilly position peaked at $568K in Q2 2024.
1,411 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.