Integrated Wealth Concepts’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $73.1M | Buy |
60,927
+21,759
| +56% | +$22.2M | 0.36% | 57 |
|
|
2026
Q1 | $36M | Buy |
39,168
+11,885
| +44% | +$12M | 0.29% | 71 |
|
|
2025
Q4 | $29.3M | Sell |
27,283
-10,639
| -28% | -$10.2M | 0.35% | 62 |
|
|
2025
Q3 | $28.9M | Buy |
37,922
+7,225
| +24% | +$5.38M | 0.26% | 83 |
|
|
2025
Q2 | $23.9M | Sell |
30,697
-632
| -2% | -$491K | 0.24% | 92 |
|
|
2025
Q1 | $25.9M | Buy |
31,329
+1,891
| +6% | +$1.57M | 0.3% | 73 |
|
|
2024
Q4 | $22.7M | Buy |
29,438
+1,519
| +5% | +$1.26M | 0.26% | 89 |
|
|
2024
Q3 | $24.7M | Buy |
27,919
+1,358
| +5% | +$1.22M | 0.3% | 74 |
|
|
2024
Q2 | $24M | Sell |
26,561
-753
| -3% | -$602K | 0.33% | 69 |
|
|
2024
Q1 | $21.3M | Buy |
27,314
+870
| +3% | +$619K | 0.31% | 70 |
|
|
2023
Q4 | $15.4M | Buy |
26,444
+162
| +0.6% | +$94.6K | 0.25% | 94 |
|
|
2023
Q3 | $14.1M | Buy |
26,282
+641
| +2% | +$330K | 0.25% | 100 |
|
|
2023
Q2 | $12M | Buy |
25,641
+1,659
| +7% | +$696K | 0.21% | 120 |
|
|
2023
Q1 | $8.24M | Buy |
23,982
+2,149
| +10% | +$725K | 0.17% | 131 |
|
|
2022
Q4 | $7.99M | Buy |
21,833
+165
| +0.8% | +$58.5K | 0.22% | 97 |
|
|
2022
Q3 | $7.01M | Buy |
21,668
+226
| +1% | +$71.6K | 0.22% | 94 |
|
|
2022
Q2 | $6.95M | Buy |
21,442
+3,465
| +19% | +$1.04M | 0.22% | 101 |
|
|
2022
Q1 | $5.15M | Buy |
17,977
+722
| +4% | +$186K | 0.16% | 126 |
|
|
2021
Q4 | $4.77M | Buy |
17,255
+1,613
| +10% | +$409K | 0.14% | 130 |
|
|
2021
Q3 | $3.61M | Buy |
15,642
+1,738
| +13% | +$429K | 0.12% | 155 |
|
|
2021
Q2 | $3.19M | Buy |
13,904
+645
| +5% | +$130K | 0.11% | 158 |
|
|
2021
Q1 | $2.48M | Buy |
13,259
+7,084
| +115% | +$1.39M | 0.1% | 161 |
|
|
2020
Q4 | $1.04M | Buy |
6,175
+1,482
| +32% | +$221K | 0.05% | 245 |
|
|
2020
Q3 | $695K | Buy |
4,693
+1,132
| +32% | +$175K | 0.04% | 281 |
|
|
2020
Q2 | $585K | Buy |
3,561
+289
| +9% | +$44.4K | 0.04% | 254 |
|
|
2020
Q1 | $454K | Sell |
3,272
-1,517
| -32% | -$208K | 0.04% | 237 |
|
|
2019
Q4 | $629K | Buy |
4,789
+681
| +17% | +$78.9K | 0.05% | 232 |
|
|
2019
Q3 | $459K | Buy |
4,108
+174
| +4% | +$19.4K | 0.05% | 223 |
|
|
2019
Q2 | $421K | Buy |
3,934
+418
| +12% | +$49.2K | 0.06% | 207 |
|
|
2019
Q1 | $456K | Buy |
3,516
+132
| +4% | +$16.1K | 0.08% | 182 |
|
|
2018
Q4 | $392K | Buy |
3,384
+898
| +36% | +$100K | 0.11% | 148 |
|
|
2018
Q3 | $268K | Buy |
2,486
+120
| +5% | +$12K | 0.08% | 199 |
|
|
2018
Q2 | $103K | Buy |
+2,366
| New | +$194K | 0.04% | 225 |
|
Other funds holding LLY
Integrated Wealth Concepts's LLY Position: Q2 2026 in Review
Integrated Wealth Concepts increased its Eli Lilly (LLY) stake by 56% in Q2 2026, buying an estimated $22.2M and bringing the position to 60,927 shares worth $73.1M. The position accounts for 0.36% of the portfolio, ranked #57.
Integrated Wealth Concepts first reported a position in LLY in Q2 2018 and has held it in 33 quarters since. 4,598 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Integrated Wealth Concepts held 60,927 shares of Eli Lilly worth $73.1M as of Q2 2026.
- Integrated Wealth Concepts bought 21,759 Eli Lilly shares in Q2 2026, an estimated $22.2M.
- Eli Lilly made up 0.36% of Integrated Wealth Concepts's portfolio in Q2 2026, its #57 holding.
- Integrated Wealth Concepts first reported a position in Eli Lilly in Q2 2018 and has held it in 33 quarters since.
- 4,598 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.