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IVC Wealth Advisors’s Eli Lilly LLY Stock Holding History

IVC 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 		$1.61M Buy
1,341
+2
+0.1% +$2.04K 0.63% 32
2026
Q1 		$1.23M Sell
1,339
-92
-6% -$93.3K 0.53% 35
2025
Q4 		$1.54M Buy
1,431
+20
+1% +$19.1K 0.67% 27
2025
Q3 		$1.08M Sell
1,411
-52
-4% -$38.7K 0.48% 43
2025
Q2 		$1.14M Buy
1,463
+29
+2% +$22.5K 0.56% 39
2025
Q1 		$1.18M Buy
1,434
+16
+1% +$13.3K 0.64% 35
2024
Q4 		$1.09M Sell
1,418
-94
-6% -$77.8K 0.61% 36
2024
Q3 		$1.34M Sell
1,512
-311
-17% -$280K 0.73% 33
2024
Q2 		$1.65M Sell
1,823
-422
-19% -$338K 0.92% 22
2024
Q1 		$1.75M Sell
2,245
-60
-3% -$42.7K 1.01% 19
2023
Q4 		$1.34M Sell
2,305
-95
-4% -$55.5K 0.84% 27
2023
Q3 		$1.29M Sell
2,400
-533
-18% -$275K 0.86% 26
2023
Q2 		$1.38M Sell
2,933
-57
-2% -$23.9K 0.87% 26
2023
Q1 		$1.03M Sell
2,990
-5
-0.2% -$1.69K 0.73% 32
2022
Q4 		$1.1M Sell
2,995
-5
-0.2% -$1.77K 0.81% 29
2022
Q3 		$970K Buy
3,000
+9
+0.3% +$2.85K 0.78% 32
2022
Q2 		$970K Sell
2,991
-237
-7% -$71.1K 0.75% 36
2022
Q1 		$924K Buy
3,228
+170
+6% +$43.8K 0.61% 43
2021
Q4 		$845K Sell
3,058
-435
-12% -$110K 0.54% 48
2021
Q3 		$807K Sell
3,493
-150
-4% -$37K 0.56% 51
2021
Q2 		$836K Sell
3,643
-5
-0.1% -$1K 0.59% 48
2021
Q1 		$682K Buy
3,648
+100
+3% +$19.6K 0.54% 51
2020
Q4 		$599K Buy
+3,548
New +$530K 0.57% 52

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

IVC Wealth Advisors's LLY Position: Q2 2026 in Review

IVC Wealth Advisors increased its Eli Lilly (LLY) stake by 0.15% in Q2 2026, buying an estimated $2.04K and bringing the position to 1,341 shares worth $1.61M. The position accounts for 0.63% of the portfolio, ranked #32.

IVC Wealth Advisors first reported a position in LLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.75M in Q1 2024. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • IVC Wealth Advisors held 1,341 shares of Eli Lilly worth $1.61M as of Q2 2026.
  • IVC Wealth Advisors bought 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
  • Eli Lilly made up 0.63% of IVC Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • IVC Wealth Advisors first reported a position in Eli Lilly in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Eli Lilly position peaked at $1.75M in Q1 2024.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.