Grant Private Wealth Management’s Eli Lilly LLY Stock Holding History

Grant Private 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	$1.51M	Buy	1,261 +85	+7%	+$86.8K	0.64%	31
2026 Q1	$1.08M	Buy	1,176 +238	+25%	+$241K	0.57%	39
2025 Q4	$1.01M	Sell	938 -16	-2%	-$15.3K	0.61%	36
2025 Q3	$728K	Buy	954 +518	+119%	+$385K	0.45%	44
2025 Q2	$340K	Sell	436 -423	-49%	-$329K	0.19%	51
2025 Q1	$709K	Buy	859 +469	+120%	+$390K	0.77%	36
2024 Q4	$301K	Buy	+390	New	+$323K	0.32%	84

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

Grant Private Wealth Management's LLY Position: Q2 2026 in Review

Grant Private Wealth Management increased its Eli Lilly (LLY) stake by 7.2% in Q2 2026, buying an estimated $86.8K and bringing the position to 1,261 shares worth $1.51M. The position accounts for 0.64% of the portfolio, ranked #31.

Grant Private Wealth Management first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Grant Private Wealth Management held 1,261 shares of Eli Lilly worth $1.51M as of Q2 2026.
Grant Private Wealth Management bought 85 Eli Lilly shares in Q2 2026, an estimated $86.8K.
Eli Lilly made up 0.64% of Grant Private Wealth Management's portfolio in Q2 2026, its #31 holding.
Grant Private Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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