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LJI Wealth Management’s Eli Lilly LLY Stock Holding History

LJI Wealth 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
2023
Q3 		– Sell
-100
Closed -$46.9K – 180
2023
Q2 		$46.9K Buy
+100
New +$41.9K 0.01% 176

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

LJI Wealth Management's LLY Position: Q2 2026 in Review

LJI Wealth Management increased its Eli Lilly (LLY) stake by 5.2% in Q2 2026, buying an estimated $352K and bringing the position to 7,026 shares worth $8.43M. The position accounts for 1.18% of the portfolio, ranked #13.

LJI Wealth Management first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • LJI Wealth Management held 7,026 shares of Eli Lilly worth $8.43M as of Q2 2026.
  • LJI Wealth Management bought 345 Eli Lilly shares in Q2 2026, an estimated $352K.
  • Eli Lilly made up 1.18% of LJI Wealth Management's portfolio in Q2 2026, its #13 holding.
  • LJI Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.