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JDH Wealth Management’s Eli Lilly LLY Stock Holding History

JDH Wealth Management’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 		$353K Sell
294
-4
-1% -$4.09K 0.21% 42
2026
Q1 		$274K Buy
+298
New +$302K 0.18% 44

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

JDH Wealth Management's LLY Position: Q2 2026 in Review

JDH Wealth Management reduced its Eli Lilly (LLY) stake by 1.3% in Q2 2026, selling an estimated $4.09K and leaving 294 shares worth $353K. The position accounts for 0.21% of the portfolio, ranked #42.

JDH Wealth Management first reported a position in LLY in Q1 2026 and has held it in 2 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • JDH Wealth Management held 294 shares of Eli Lilly worth $353K as of Q2 2026.
  • JDH Wealth Management sold 4 Eli Lilly shares in Q2 2026, an estimated $4.09K.
  • Eli Lilly made up 0.21% of JDH Wealth Management's portfolio in Q2 2026, its #42 holding.
  • JDH Wealth Management first reported a position in Eli Lilly in Q1 2026 and has held it in 2 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.