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Juncture Wealth Strategies’s Eli Lilly LLY Stock Holding History

Juncture Wealth Strategies’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
2015
Q4 		– Sell
-10,300
Closed -$98K – 84
2015
Q3 		$98K Buy
10,300
+10,163
+7,418% +$858K 0.08% 74
2015
Q2 		$228K Buy
+137
New +$10.4K 0.19% 69

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

Juncture Wealth Strategies's LLY Position: Q2 2026 in Review

Juncture Wealth Strategies opened a new position in Eli Lilly (LLY) in Q2 2026: 612 shares worth $734K. The stake represents 0.19% of the portfolio and ranks #84 among its holdings. This is a return to the name: Juncture Wealth Strategies previously reported a position in LLY as recently as Q4 2022.

Juncture Wealth Strategies first reported a position in LLY in Q4 2014 and has held it in 34 quarters since. The position peaked at $2.61M in Q4 2014. 1,717 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Juncture Wealth Strategies held 612 shares of Eli Lilly worth $734K as of Q2 2026.
  • Eli Lilly was a new Juncture Wealth Strategies position in Q2 2026.
  • Eli Lilly made up 0.19% of Juncture Wealth Strategies's portfolio in Q2 2026, its #84 holding.
  • Juncture Wealth Strategies first reported a position in Eli Lilly in Q4 2014 and has held it in 34 quarters since.
  • Juncture Wealth Strategies's Eli Lilly position peaked at $2.61M in Q4 2014.
  • 1,717 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.