Howard Wealth Management’s Eli Lilly LLY Stock Holding History

Howard 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	$769K	Sell	641 -6	-0.9%	-$6.13K	0.28%	68
2026 Q1	$596K	Buy	647 +15	+2%	+$15.2K	0.25%	77
2025 Q4	$680K	Sell	632 -5	-0.8%	-$4.78K	0.3%	69
2025 Q3	$486K	Sell	637 -19	-3%	-$14.1K	0.22%	81
2025 Q2	$511K	Sell	656 -9	-1%	-$6.99K	0.26%	78
2025 Q1	$549K	Buy	665 +7	+1%	+$5.83K	0.31%	72
2024 Q4	$508K	Buy	658 +5	+0.8%	+$4.14K	0.28%	72
2024 Q3	$578K	Buy	653 +4	+0.6%	+$3.6K	0.34%	65
2024 Q2	$588K	Hold	649	–	–	0.46%	53
2024 Q1	$505K	Buy	+649	New	+$462K	0.41%	54
2020 Q1	–	Sell	-650	Closed	-$85K	–	319
2019 Q4	$85K	Buy	+650	New	+$75.3K	0.07%	148

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

Howard Wealth Management's LLY Position: Q2 2026 in Review

Howard Wealth Management reduced its Eli Lilly (LLY) stake by 0.93% in Q2 2026, selling an estimated $6.13K and leaving 641 shares worth $769K. The position accounts for 0.28% of the portfolio, ranked #68.

Howard Wealth Management first reported a position in LLY in Q4 2019 and has held it in 11 quarters since. 1,691 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Howard Wealth Management held 641 shares of Eli Lilly worth $769K as of Q2 2026.
Howard Wealth Management sold 6 Eli Lilly shares in Q2 2026, an estimated $6.13K.
Eli Lilly made up 0.28% of Howard Wealth Management's portfolio in Q2 2026, its #68 holding.
Howard Wealth Management first reported a position in Eli Lilly in Q4 2019 and has held it in 11 quarters since.
1,691 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.