Inspirion Wealth Advisors’s Eli Lilly LLY Stock Holding History

Inspirion 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	$1.14M	Buy	953 +4	+0.4%	+$4.09K	0.13%	67
2026 Q1	$873K	Buy	949 +2	+0.2%	+$2.03K	0.11%	79
2025 Q4	$1.02M	Buy	947 +348	+58%	+$333K	0.12%	70
2025 Q3	$531K	Sell	599 -83	-12%	-$61.8K	0.07%	92
2025 Q2	$532K	Buy	682 +6	+0.9%	+$4.66K	0.07%	97
2025 Q1	$558K	Buy	676 +53	+9%	+$44.1K	0.08%	87
2024 Q4	$482K	Buy	623 +24	+4%	+$19.9K	0.07%	94
2024 Q3	$531K	Buy	599 +71	+13%	+$63.8K	0.07%	92
2024 Q2	$478K	Buy	528 +1	+0.2%	+$800	0.07%	90
2024 Q1	$410K	Buy	527 +1	+0.2%	+$712	0.07%	99
2023 Q4	$311K	Buy	526 +6	+1%	+$3.5K	0.06%	110
2023 Q3	$279K	Sell	520 -155	-23%	-$79.9K	0.05%	113
2023 Q2	$317K	Sell	675 -1	-0.1%	-$419	0.06%	105
2023 Q1	$232K	Sell	676 -7	-1%	-$2.36K	0.05%	124
2022 Q4	$250K	Buy	683 +2	+0.3%	+$709	0.05%	110
2022 Q3	$220K	Buy	681 +61	+10%	+$19.3K	0.05%	108
2022 Q2	$201K	Sell	620 -99	-14%	-$29.7K	0.04%	115
2022 Q1	$206K	Buy	+719	New	+$185K	0.04%	104

Other funds holding LLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return