MWA
LLY icon

Miller Wealth Advisors’s Eli Lilly LLY Stock Holding History

Miller 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 		$21.4K Sell
42
-58
-58% -$59.3K 0.01% 54
2026
Q1 		$92K Hold
100
– – 0.04% 26
2025
Q4 		$107K Hold
100
– – 0.04% 25
2025
Q3 		$76.3K Hold
100
– – 0.03% 30
2025
Q2 		$78K Hold
100
– – 0.04% 27
2025
Q1 		$82.6K Hold
100
– – 0.05% 26
2024
Q4 		$77.2K Hold
100
– – 0.04% 26
2024
Q3 		$91.7K Hold
100
– – 0.05% 22
2024
Q2 		$90.5K Hold
100
– – 0.05% 24
2024
Q1 		$77.8K Hold
100
– – 0.05% 27
2023
Q4 		$58.3K Hold
100
– – 0.04% 28
2023
Q3 		$53.7K Hold
100
– – 0.04% 26
2023
Q2 		$46.9K Sell
100
-12
-11% -$5.03K 0.03% 24
2023
Q1 		$6K Buy
112
+12
+12% +$4.05K 0.03% 49
2022
Q4 		$37K Hold
100
– – 0.03% 31
2022
Q3 		$32K Hold
100
– – 0.03% 46
2022
Q2 		$32K Hold
100
– – 0.03% 34
2022
Q1 		$29K Hold
100
– – 0.02% 38
2021
Q4 		$28K Buy
+100
New +$25.4K 0.02% 40

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

Miller Wealth Advisors's LLY Position: Q2 2026 in Review

Miller Wealth Advisors reduced its Eli Lilly (LLY) stake by 58% in Q2 2026, selling an estimated $59.3K and leaving 42 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #54.

Miller Wealth Advisors first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $107K in Q4 2025. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Miller Wealth Advisors held 42 shares of Eli Lilly worth $21.4K as of Q2 2026.
  • Miller Wealth Advisors sold 58 Eli Lilly shares in Q2 2026, an estimated $59.3K.
  • Eli Lilly made up 0.01% of Miller Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Miller Wealth Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • Miller Wealth Advisors's Eli Lilly position peaked at $107K in Q4 2025.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.