Independent Wealth Network’s Eli Lilly LLY Stock Holding History

Independent Wealth Network’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	$636K	Buy	530 +13	+3%	+$13.3K	0.16%	160
2026 Q1	$476K	Buy	517 +18	+4%	+$18.2K	0.14%	171
2025 Q4	$536K	Buy	499 +18	+4%	+$17.2K	0.16%	141
2025 Q3	$367K	Sell	481 -4	-0.8%	-$2.98K	0.12%	188
2025 Q2	$378K	Sell	485 -2	-0.4%	-$1.55K	0.14%	168
2025 Q1	$402K	Sell	487 -52	-10%	-$43.3K	0.16%	148
2024 Q4	$416K	Sell	539 -213	-28%	-$176K	0.17%	143
2024 Q3	$666K	Buy	752 +74	+11%	+$66.5K	0.29%	87
2024 Q2	$614K	Buy	678 +215	+46%	+$172K	0.29%	90
2024 Q1	$360K	Buy	463 +18	+4%	+$12.8K	0.17%	147
2023 Q4	$259K	Buy	445 +10	+2%	+$5.84K	0.14%	164
2023 Q3	$234K	Sell	435 -14	-3%	-$7.21K	0.14%	165
2023 Q2	$211K	Buy	+449	New	+$188K	0.13%	185

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

Independent Wealth Network's LLY Position: Q2 2026 in Review

Independent Wealth Network increased its Eli Lilly (LLY) stake by 2.5% in Q2 2026, buying an estimated $13.3K and bringing the position to 530 shares worth $636K. The position accounts for 0.16% of the portfolio, ranked #160.

Independent Wealth Network first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $666K in Q3 2024. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Independent Wealth Network held 530 shares of Eli Lilly worth $636K as of Q2 2026.
Independent Wealth Network bought 13 Eli Lilly shares in Q2 2026, an estimated $13.3K.
Eli Lilly made up 0.16% of Independent Wealth Network's portfolio in Q2 2026, its #160 holding.
Independent Wealth Network first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
Independent Wealth Network's Eli Lilly position peaked at $666K in Q3 2024.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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