Gratus Wealth Advisors’s Eli Lilly LLY Stock Holding History

Gratus 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	$2.17M	Sell	1,813 -1	-0.1%	-$1.02K	0.28%	34
2026 Q1	$1.67M	Buy	1,814 +14	+0.8%	+$14.2K	0.24%	34
2025 Q4	$1.93M	Buy	1,800 +69	+4%	+$66K	0.27%	32
2025 Q3	$1.32M	Sell	1,731 -6	-0.3%	-$4.46K	0.19%	48
2025 Q2	$1.35M	Buy	1,737 +89	+5%	+$69.2K	0.21%	45
2025 Q1	$1.36M	Sell	1,648 -26	-2%	-$21.6K	0.22%	40
2024 Q4	$1.29M	Sell	1,674 -47	-3%	-$38.9K	0.21%	46
2024 Q3	$1.55M	Buy	1,721 +434	+34%	+$390K	0.25%	43
2024 Q2	$1.1M	Buy	1,287 +114	+10%	+$91.2K	0.19%	47
2024 Q1	$875K	Sell	1,173 -208	-15%	-$148K	0.16%	62
2023 Q4	$805K	Buy	+1,381	New	+$806K	0.16%	63

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

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

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

Gratus Wealth Advisors reduced its Eli Lilly (LLY) stake by 0.06% in Q2 2026, selling an estimated $1.02K and leaving 1,813 shares worth $2.17M. The position accounts for 0.28% of the portfolio, ranked #34.

Gratus Wealth Advisors first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 2,115 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Gratus Wealth Advisors held 1,813 shares of Eli Lilly worth $2.17M as of Q2 2026.
Gratus Wealth Advisors sold 1 Eli Lilly share in Q2 2026, an estimated $1.02K.
Eli Lilly made up 0.28% of Gratus Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Gratus Wealth Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
2,115 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.