Kondo Wealth Advisors’s Eli Lilly LLY Stock Holding History

Kondo 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	$323K	Buy	269 +11	+4%	+$11.2K	0.11%	58
2026 Q1	$237K	Buy	258 +6	+2%	+$6.08K	0.09%	60
2025 Q4	$271K	Buy	+252	New	+$241K	0.1%	60
2025 Q2	–	Sell	-248	Closed	-$205K	–	68
2025 Q1	$205K	Buy	+248	New	+$206K	0.1%	61

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

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

Kondo Wealth Advisors increased its Eli Lilly (LLY) stake by 4.3% in Q2 2026, buying an estimated $11.2K and bringing the position to 269 shares worth $323K. The position accounts for 0.11% of the portfolio, ranked #58.

Kondo Wealth Advisors first reported a position in LLY in Q1 2025 and has held it in 4 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Kondo Wealth Advisors held 269 shares of Eli Lilly worth $323K as of Q2 2026.
Kondo Wealth Advisors bought 11 Eli Lilly shares in Q2 2026, an estimated $11.2K.
Eli Lilly made up 0.11% of Kondo Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Kondo Wealth Advisors first reported a position in Eli Lilly in Q1 2025 and has held it in 4 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.