Net Worth Advisory Group’s Eli Lilly LLY Stock Holding History

Net Worth Advisory 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	$3.26M	Sell	2,715 -149	-5%	-$152K	0.82%	17
2026 Q1	$2.63M	Buy	2,864 +544	+23%	+$552K	0.55%	34
2025 Q4	$2.49M	Buy	2,320 +178	+8%	+$170K	0.5%	41
2025 Q3	$1.63M	Sell	2,142 -576	-21%	-$429K	0.47%	42
2025 Q2	$2.12M	Buy	2,718 +1,760	+184%	+$1.37M	0.47%	44
2025 Q1	$792K	Buy	958 +63	+7%	+$52.4K	0.25%	83
2024 Q4	$691K	Sell	895 -24	-3%	-$19.9K	0.21%	103
2024 Q3	$814K	Buy	+919	New	+$826K	0.24%	80

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

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

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Net Worth Advisory Group's LLY Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Eli Lilly (LLY) stake by 5.2% in Q2 2026, selling an estimated $152K and leaving 2,715 shares worth $3.26M. The position accounts for 0.82% of the portfolio, ranked #17.

Net Worth Advisory Group first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 961 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Net Worth Advisory Group held 2,715 shares of Eli Lilly worth $3.26M as of Q2 2026.
Net Worth Advisory Group sold 149 Eli Lilly shares in Q2 2026, an estimated $152K.
Eli Lilly made up 0.82% of Net Worth Advisory Group's portfolio in Q2 2026, its #17 holding.
Net Worth Advisory Group first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
961 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.