IPW
LLY icon

Intergy Private Wealth’s Eli Lilly LLY Stock Holding History

Intergy Private 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 		$512K Buy
427
+60
+16% +$61.3K 0.12% 71
2026
Q1 		$338K Sell
367
-20
-5% -$20.3K 0.1% 82
2025
Q4 		$416K Buy
387
+73
+23% +$69.8K 0.13% 76
2025
Q3 		$240K Buy
314
+18
+6% +$13.4K 0.07% 94
2025
Q2 		$231K Sell
296
-9
-3% -$6.99K 0.08% 92
2025
Q1 		$252K Buy
+305
New +$254K 0.1% 84

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Intergy Private Wealth's LLY Position: Q2 2026 in Review

Intergy Private Wealth increased its Eli Lilly (LLY) stake by 16% in Q2 2026, buying an estimated $61.3K and bringing the position to 427 shares worth $512K. The position accounts for 0.12% of the portfolio, ranked #71.

Intergy Private Wealth first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. 1,085 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Intergy Private Wealth held 427 shares of Eli Lilly worth $512K as of Q2 2026.
  • Intergy Private Wealth bought 60 Eli Lilly shares in Q2 2026, an estimated $61.3K.
  • Eli Lilly made up 0.12% of Intergy Private Wealth's portfolio in Q2 2026, its #71 holding.
  • Intergy Private Wealth first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.