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Legacy Wealth Asset Management’s Eli Lilly LLY Stock Holding History

Legacy Wealth Asset 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 		$2.51M Sell
2,091
-19
-0.9% -$19.4K 0.55% 36
2026
Q1 		$1.94M Sell
2,110
-17
-0.8% -$17.2K 0.47% 43
2025
Q4 		$2.29M Sell
2,127
-21
-1% -$20.1K 0.56% 28
2025
Q3 		$1.64M Sell
2,148
-1,110
-34% -$826K 0.4% 55
2025
Q2 		$2.54M Sell
3,258
-54
-2% -$42K 0.65% 26
2025
Q1 		$2.74M Sell
3,312
-78
-2% -$64.9K 0.76% 18
2024
Q4 		$2.62M Sell
3,390
-185
-5% -$153K 0.71% 23
2024
Q3 		$3.17M Sell
3,575
-230
-6% -$207K 0.85% 14
2024
Q2 		$3.44M Sell
3,805
-301
-7% -$241K 0.97% 11
2024
Q1 		$3.19M Sell
4,106
-316
-7% -$225K 0.89% 13
2023
Q4 		$2.58M Sell
4,422
-429
-9% -$250K 0.85% 12
2023
Q3 		$2.61M Sell
4,851
-324
-6% -$167K 0.96% 10
2023
Q2 		$2.43M Sell
5,175
-139
-3% -$58.3K 0.85% 13
2023
Q1 		$1.82M Sell
5,314
-55
-1% -$18.5K 0.66% 29
2022
Q4 		$1.96M Sell
5,369
-192
-3% -$68.1K 0.75% 21
2022
Q3 		$1.8M Buy
5,561
+150
+3% +$47.5K 0.79% 19
2022
Q2 		$1.75M Sell
5,411
-284
-5% -$85.2K 0.71% 23
2022
Q1 		$1.63M Buy
5,695
+93
+2% +$23.9K 0.58% 31
2021
Q4 		$1.55M Buy
5,602
+372
+7% +$94.3K 0.52% 33
2021
Q3 		$1.21M Buy
5,230
+751
+17% +$185K 0.55% 35
2021
Q2 		$1.03M Buy
4,479
+71
+2% +$14.3K 0.46% 67
2021
Q1 		$824K Buy
4,408
+49
+1% +$9.59K 0.38% 91
2020
Q4 		$736K Buy
+4,359
New +$651K 0.37% 97

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

Legacy Wealth Asset Management's LLY Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Eli Lilly (LLY) stake by 0.9% in Q2 2026, selling an estimated $19.4K and leaving 2,091 shares worth $2.51M. The position accounts for 0.55% of the portfolio, ranked #36.

Legacy Wealth Asset Management first reported a position in LLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.44M in Q2 2024. 1,844 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Legacy Wealth Asset Management held 2,091 shares of Eli Lilly worth $2.51M as of Q2 2026.
  • Legacy Wealth Asset Management sold 19 Eli Lilly shares in Q2 2026, an estimated $19.4K.
  • Eli Lilly made up 0.55% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #36 holding.
  • Legacy Wealth Asset Management first reported a position in Eli Lilly in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Eli Lilly position peaked at $3.44M in Q2 2024.
  • 1,844 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.