IW
LLY icon

Instrumental Wealth’s Eli Lilly LLY Stock Holding History

Instrumental Wealth’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 		$544K Buy
453
+75
+20% +$76.6K 0.28% 40
2026
Q1 		$347K Sell
378
-21
-5% -$21.3K 0.21% 42
2025
Q4 		$408K Buy
399
+62
+18% +$59.3K 0.24% 39
2025
Q3 		$284K Sell
337
-9
-3% -$6.7K 0.2% 52
2025
Q2 		$267K Buy
346
+25
+8% +$19.4K 0.21% 47
2025
Q1 		$284K Buy
321
+34
+12% +$28.3K 0.26% 43
2024
Q4 		$251K Hold
287
– – 0.24% 42
2024
Q3 		$266K Sell
287
-49
-15% -$44.1K 0.26% 36
2024
Q2 		$276K Sell
336
-3
-0.9% -$2.4K 0.29% 35
2024
Q1 		$274K Buy
+339
New +$241K 0.12% 34

Other funds holding LLY

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Instrumental Wealth's LLY Position: Q2 2026 in Review

Instrumental Wealth increased its Eli Lilly (LLY) stake by 20% in Q2 2026, buying an estimated $76.6K and bringing the position to 453 shares worth $544K. The position accounts for 0.28% of the portfolio, ranked #40.

Instrumental Wealth first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Instrumental Wealth held 453 shares of Eli Lilly worth $544K as of Q2 2026.
  • Instrumental Wealth bought 75 Eli Lilly shares in Q2 2026, an estimated $76.6K.
  • Eli Lilly made up 0.28% of Instrumental Wealth's portfolio in Q2 2026, its #40 holding.
  • Instrumental Wealth first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.