Lodestone Wealth Management’s Eli Lilly LLY Stock Holding History

Lodestone 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
2026 Q2	$425K	Sell	354 -9	-2%	-$9.2K	0.15%	126
2026 Q1	$334K	Buy	363 +21	+6%	+$21.3K	0.13%	139
2025 Q4	$367K	Sell	342 -26	-7%	-$24.9K	0.15%	127
2025 Q3	$281K	Buy	368 +53	+17%	+$39.4K	0.13%	146
2025 Q2	$245K	Sell	315 -54	-15%	-$42K	0.12%	149
2025 Q1	$305K	Sell	369 -3	-0.8%	-$2.5K	0.16%	121
2024 Q4	$287K	Sell	372 -53	-12%	-$43.9K	0.14%	120
2024 Q3	$376K	Sell	425 -56	-12%	-$50.3K	0.19%	103
2024 Q2	$436K	Sell	481 -17	-3%	-$13.6K	0.23%	103
2024 Q1	$387K	Sell	498 -63	-11%	-$44.8K	0.2%	108
2023 Q4	$327K	Buy	561 +63	+13%	+$36.8K	0.19%	113
2023 Q3	$267K	Sell	498 -3	-0.6%	-$1.55K	0.19%	111
2023 Q2	$235K	Buy	+501	New	+$210K	0.16%	123
2023 Q1	–	Sell	-550	Closed	-$201K	–	126
2022 Q4	$201K	Buy	+550	New	+$195K	0.16%	118

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

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

Lodestone Wealth Management reduced its Eli Lilly (LLY) stake by 2.5% in Q2 2026, selling an estimated $9.2K and leaving 354 shares worth $425K. The position accounts for 0.15% of the portfolio, ranked #126.

Lodestone Wealth Management first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $436K in Q2 2024. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Lodestone Wealth Management held 354 shares of Eli Lilly worth $425K as of Q2 2026.
Lodestone Wealth Management sold 9 Eli Lilly shares in Q2 2026, an estimated $9.2K.
Eli Lilly made up 0.15% of Lodestone Wealth Management's portfolio in Q2 2026, its #126 holding.
Lodestone Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Lodestone Wealth Management's Eli Lilly position peaked at $436K in Q2 2024.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.