National Wealth Management Group’s Eli Lilly LLY Stock Holding History

National Wealth Management Group’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	$963K	Sell	803 -18	-2%	-$18.4K	0.3%	81
2026 Q1	$755K	Sell	821 -26	-3%	-$26.4K	0.28%	83
2025 Q4	$910K	Sell	847 -344	-29%	-$329K	0.32%	78
2025 Q3	$909K	Buy	1,191 +708	+147%	+$527K	0.34%	66
2025 Q2	$376K	Sell	483 -743	-61%	-$577K	0.21%	110
2025 Q1	$1.01M	Buy	1,226 +900	+276%	+$749K	0.67%	31
2024 Q4	$252K	Buy	326 +52	+19%	+$43.1K	0.17%	120
2024 Q3	$243K	Sell	274 -775	-74%	-$697K	0.16%	128
2024 Q2	$950K	Sell	1,049 -140	-12%	-$112K	0.72%	37
2024 Q1	$925K	Buy	1,189 +738	+164%	+$525K	0.72%	37
2023 Q4	$263K	Buy	+451	New	+$263K	0.25%	110
2023 Q2	–	Sell	-1,730	Closed	-$751K	–	157
2023 Q1	$751K	Sell	1,730 -660	-28%	-$223K	0.86%	32
2022 Q4	$874K	Buy	+2,390	New	+$847K	1.05%	23
2022 Q3	–	Sell	-2,303	Closed	-$747K	–	145
2022 Q2	$747K	Buy	+2,303	New	+$691K	0.94%	25

Other funds holding LLY

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

National Wealth Management Group's LLY Position: Q2 2026 in Review

National Wealth Management Group reduced its Eli Lilly (LLY) stake by 2.2% in Q2 2026, selling an estimated $18.4K and leaving 803 shares worth $963K. The position accounts for 0.3% of the portfolio, ranked #81.

National Wealth Management Group first reported a position in LLY in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q1 2025. 1,251 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

National Wealth Management Group held 803 shares of Eli Lilly worth $963K as of Q2 2026.
National Wealth Management Group sold 18 Eli Lilly shares in Q2 2026, an estimated $18.4K.
Eli Lilly made up 0.3% of National Wealth Management Group's portfolio in Q2 2026, its #81 holding.
National Wealth Management Group first reported a position in Eli Lilly in Q2 2022 and has held it in 14 quarters since.
National Wealth Management Group's Eli Lilly position peaked at $1.01M in Q1 2025.
1,251 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.