Kingswood Wealth Advisors’s Eli Lilly LLY Stock Holding History

Kingswood 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	$10.9M	Buy	9,066 +651	+8%	+$665K	0.44%	41
2026 Q1	$7.74M	Buy	8,415 +148	+2%	+$150K	0.37%	53
2025 Q4	$8.88M	Buy	8,267 +1,211	+17%	+$1.16M	0.43%	39
2025 Q3	$5.38M	Buy	7,056 +573	+9%	+$426K	0.33%	66
2025 Q2	$5.05M	Sell	6,483 -631	-9%	-$490K	0.4%	46
2025 Q1	$5.87M	Sell	7,114 -1,643	-19%	-$1.37M	0.54%	27
2024 Q4	$6.76M	Sell	8,757 -5,873	-40%	-$4.86M	0.51%	30
2024 Q3	$13M	Buy	14,630 +831	+6%	+$747K	0.92%	14
2024 Q2	$12.5M	Buy	13,799 +4,778	+53%	+$3.82M	1.13%	12
2024 Q1	$7.02M	Sell	9,021 -851	-9%	-$606K	0.81%	16
2023 Q4	$5.75M	Buy	9,872 +5,965	+153%	+$3.48M	0.65%	23
2023 Q3	$4.56M	Buy	3,907 +1,981	+103%	+$1.02M	0.78%	23
2023 Q2	$903K	Buy	+1,926	New	+$808K	0.29%	90

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its Eli Lilly (LLY) stake by 7.7% in Q2 2026, buying an estimated $665K and bringing the position to 9,066 shares worth $10.9M. The position accounts for 0.44% of the portfolio, ranked #41.

Kingswood Wealth Advisors first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $13M in Q3 2024. 1,615 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Kingswood Wealth Advisors held 9,066 shares of Eli Lilly worth $10.9M as of Q2 2026.
Kingswood Wealth Advisors bought 651 Eli Lilly shares in Q2 2026, an estimated $665K.
Eli Lilly made up 0.44% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Kingswood Wealth Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's Eli Lilly position peaked at $13M in Q3 2024.
1,615 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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