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Lineweaver Wealth Advisors’s Eli Lilly LLY Stock Holding History

Lineweaver 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 		$3.08M Buy
2,569
+205
+9% +$209K 0.37% 61
2026
Q1 		$2.17M Sell
2,364
-54
-2% -$54.7K 0.29% 73
2025
Q4 		$2.6M Buy
2,418
+74
+3% +$70.8K 0.35% 56
2025
Q3 		$1.79M Sell
2,344
-408
-15% -$304K 0.26% 75
2025
Q2 		$2.15M Buy
2,752
+433
+19% +$336K 0.34% 58
2025
Q1 		$1.92M Sell
2,319
-14
-0.6% -$11.6K 0.33% 60
2024
Q4 		$1.8M Buy
2,333
+118
+5% +$97.7K 0.33% 60
2024
Q3 		$1.96M Buy
2,215
+151
+7% +$136K 0.37% 50
2024
Q2 		$1.87M Sell
2,064
-47
-2% -$37.6K 0.39% 48
2024
Q1 		$1.65M Buy
2,111
+61
+3% +$43.4K 0.39% 53
2023
Q4 		$1.2M Buy
2,050
+1,176
+135% +$686K 0.31% 65
2023
Q3 		$470K Buy
+874
New +$450K 0.14% 96

Other funds holding LLY

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return