Invictus Private Wealth’s Eli Lilly LLY Stock Holding History

Invictus 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	$291K	Buy	243 +9	+4%	+$9.2K	0.02%	76
2026 Q1	$215K	Buy	234 +9	+4%	+$9.12K	0.01%	80
2025 Q4	$242K	Buy	+225	New	+$215K	0.01%	73
2025 Q2	–	Sell	-265	Closed	-$219K	–	88
2025 Q1	$219K	Sell	265 -91	-26%	-$75.7K	0.02%	76
2024 Q4	$275K	Sell	356 -65	-15%	-$53.8K	0.02%	74
2024 Q3	$373K	Buy	421 +16	+4%	+$14.4K	0.03%	64
2024 Q2	$367K	Sell	405 -5	-1%	-$4K	0.03%	64
2024 Q1	$319K	Sell	410 -16	-4%	-$11.4K	0.03%	74
2023 Q4	$248K	Hold	426	–	–	0.02%	85
2023 Q3	$229K	Sell	426 -18	-4%	-$9.28K	0.03%	87
2023 Q2	$208K	Buy	+444	New	+$186K	0.02%	89

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Invictus Private Wealth increased its Eli Lilly (LLY) stake by 3.8% in Q2 2026, buying an estimated $9.2K and bringing the position to 243 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #76.

Invictus Private Wealth first reported a position in LLY in Q2 2023 and has held it in 11 quarters since. The position peaked at $373K in Q3 2024. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Invictus Private Wealth held 243 shares of Eli Lilly worth $291K as of Q2 2026.
Invictus Private Wealth bought 9 Eli Lilly shares in Q2 2026, an estimated $9.2K.
Eli Lilly made up 0.02% of Invictus Private Wealth's portfolio in Q2 2026, its #76 holding.
Invictus Private Wealth first reported a position in Eli Lilly in Q2 2023 and has held it in 11 quarters since.
Invictus Private Wealth's Eli Lilly position peaked at $373K in Q3 2024.
2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.