Grey Fox Wealth Advisors’s Eli Lilly LLY Stock Holding History

Grey Fox 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	$1.43M	Buy	1,189 +180	+18%	+$184K	0.22%	60
2026 Q1	$928K	Buy	1,009 +50	+5%	+$50.7K	0.18%	68
2025 Q4	$1.03M	Sell	959 -43	-4%	-$41.1K	0.21%	63
2025 Q3	$765K	Buy	1,002 +5	+0.5%	+$3.72K	0.16%	71
2025 Q2	$777K	Hold	997	–	–	0.19%	69
2025 Q1	$823K	Buy	997 +44	+5%	+$36.6K	0.22%	65
2024 Q4	$735K	Buy	953 +1	+0.1%	+$828	0.2%	72
2024 Q3	$844K	Hold	952	–	–	0.24%	61
2024 Q2	$862K	Buy	+952	New	+$762K	0.3%	50
2023 Q2	–	Sell	-138	Closed	-$47.4K	–	333
2023 Q1	$47.4K	Buy	138 +9	+7%	+$3.04K	0.03%	189
2022 Q4	$47.2K	Buy	+129	New	+$45.7K	0.03%	170

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

Grey Fox Wealth Advisors's LLY Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Eli Lilly (LLY) stake by 18% in Q2 2026, buying an estimated $184K and bringing the position to 1,189 shares worth $1.43M. The position accounts for 0.22% of the portfolio, ranked #60.

Grey Fox Wealth Advisors first reported a position in LLY in Q4 2022 and has held it in 11 quarters since. 1,545 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Grey Fox Wealth Advisors held 1,189 shares of Eli Lilly worth $1.43M as of Q2 2026.
Grey Fox Wealth Advisors bought 180 Eli Lilly shares in Q2 2026, an estimated $184K.
Eli Lilly made up 0.22% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Grey Fox Wealth Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 11 quarters since.
1,545 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.