Insight Wealth Strategies’s Eli Lilly LLY Stock Holding History

Insight Wealth Strategies’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	$325K	Buy	273 +15	+6%	+$15.3K	0.03%	151
2026 Q1	$237K	Buy	258 +16	+7%	+$16.2K	0.03%	165
2025 Q4	$260K	Buy	+242	New	+$231K	0.03%	157
2024 Q3	–	Sell	-222	Closed	-$201K	–	168
2024 Q2	$201K	Buy	+222	New	+$178K	0.03%	155
2019 Q2	–	Sell	-13,371	Closed	-$1.74M	–	164
2019 Q1	$1.74M	Buy	13,371 +453	+4%	+$55.1K	0.48%	40
2018 Q4	$1.5M	Buy	+12,918	New	+$1.44M	0.46%	34

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

Insight Wealth Strategies's LLY Position: Q2 2026 in Review

Insight Wealth Strategies increased its Eli Lilly (LLY) stake by 5.8% in Q2 2026, buying an estimated $15.3K and bringing the position to 273 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #151.

Insight Wealth Strategies first reported a position in LLY in Q4 2018 and has held it in 6 quarters since. The position peaked at $1.74M in Q1 2019. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Insight Wealth Strategies held 273 shares of Eli Lilly worth $325K as of Q2 2026.
Insight Wealth Strategies bought 15 Eli Lilly shares in Q2 2026, an estimated $15.3K.
Eli Lilly made up 0.03% of Insight Wealth Strategies's portfolio in Q2 2026, its #151 holding.
Insight Wealth Strategies first reported a position in Eli Lilly in Q4 2018 and has held it in 6 quarters since.
Insight Wealth Strategies's Eli Lilly position peaked at $1.74M in Q1 2019.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.