Maltin Wealth Management’s Eli Lilly LLY Stock Holding History

Maltin 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	$528K	Sell	440 -2	-0.5%	-$2.04K	0.18%	89
2026 Q1	$407K	Hold	442	–	–	0.16%	93
2025 Q4	$475K	Buy	442 +2	+0.5%	+$1.91K	0.19%	85
2025 Q3	$336K	Hold	440	–	–	0.14%	97
2025 Q2	$343K	Sell	440 -20	-4%	-$15.5K	0.15%	93
2025 Q1	$380K	Hold	460	–	–	0.18%	92
2024 Q4	$355K	Hold	460	–	–	0.17%	95
2024 Q3	$407K	Buy	460 +1	+0.2%	+$899	0.2%	83
2024 Q2	$416K	Hold	459	–	–	0.22%	82
2024 Q1	$357K	Hold	459	–	–	0.2%	88
2023 Q4	$268K	Hold	459	–	–	0.17%	94
2023 Q3	$247K	Hold	459	–	–	0.17%	99
2023 Q2	$215K	Buy	+459	New	+$192K	0.15%	97
2023 Q1	–	Sell	-633	Closed	-$232K	–	108
2022 Q4	$232K	Buy	+633	New	+$224K	0.17%	94

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

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

Maltin Wealth Management reduced its Eli Lilly (LLY) stake by 0.45% in Q2 2026, selling an estimated $2.04K and leaving 440 shares worth $528K. The position accounts for 0.18% of the portfolio, ranked #89.

Maltin Wealth Management first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. 1,583 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Maltin Wealth Management held 440 shares of Eli Lilly worth $528K as of Q2 2026.
Maltin Wealth Management sold 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
Eli Lilly made up 0.18% of Maltin Wealth Management's portfolio in Q2 2026, its #89 holding.
Maltin Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
1,583 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.