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Guardian Wealth Management (Illinois)’s Eli Lilly LLY Stock Holding History

Guardian Wealth Management (Illinois)’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 		$9.38M Buy
7,823
+300
+4% +$307K 4.61% 2
2026
Q1 		$6.92M Buy
7,523
+343
+5% +$348K 3.78% 5
2025
Q4 		$7.72M Buy
7,180
+39
+0.5% +$37.3K 4.53% 4
2025
Q3 		$5.45M Buy
7,141
+104
+1% +$77.4K 3.22% 7
2025
Q2 		$5.49M Sell
7,037
-527
-7% -$410K 3.65% 6
2025
Q1 		$6.25M Buy
7,564
+39
+0.5% +$32.5K 4.17% 2
2024
Q4 		$5.81M Sell
7,525
-551
-7% -$456K 3.96% 6
2024
Q3 		$7.15M Buy
8,076
+61
+0.8% +$54.8K 5.04% 2
2024
Q2 		$7.26M Buy
8,015
+100
+1% +$80K 5.55% 2
2024
Q1 		$6.16M Buy
7,915
+224
+3% +$159K 4.74% 2
2023
Q4 		$4.48M Buy
7,691
+2,011
+35% +$1.17M 3.79% 4
2023
Q3 		$3.05M Buy
5,680
+774
+16% +$399K 2.86% 7
2023
Q2 		$2.3M Buy
4,906
+133
+3% +$55.8K 2.1% 16
2023
Q1 		$1.64M Buy
4,773
+354
+8% +$119K 1.58% 26
2022
Q4 		$1.62M Sell
4,419
-128
-3% -$45.4K 1.59% 25
2022
Q3 		$1.47M Buy
4,547
+269
+6% +$85.2K 1.66% 22
2022
Q2 		$1.39M Buy
4,278
+356
+9% +$107K 1.49% 27
2022
Q1 		$1.12M Buy
3,922
+179
+5% +$46.1K 1.12% 41
2021
Q4 		$1.03M Buy
+3,743
New +$949K 1% 43

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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)
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

Guardian Wealth Management (Illinois)'s LLY Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) increased its Eli Lilly (LLY) stake by 4% in Q2 2026, buying an estimated $307K and bringing the position to 7,823 shares worth $9.38M. The position accounts for 4.61% of the portfolio, ranked #2.

Guardian Wealth Management (Illinois) first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 7,823 shares of Eli Lilly worth $9.38M as of Q2 2026.
  • Guardian Wealth Management (Illinois) bought 300 Eli Lilly shares in Q2 2026, an estimated $307K.
  • Eli Lilly made up 4.61% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #2 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.