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Northwest Wealth Management’s Eli Lilly LLY Stock Holding History

Northwest 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 		$1.23M Sell
1,029
-8
-0.8% -$8.17K 0.16% 70
2026
Q1 		$954K Buy
1,037
+171
+20% +$173K 0.14% 74
2025
Q4 		$931K Sell
866
-20
-2% -$19.1K 0.15% 75
2025
Q3 		$676K Buy
886
+35
+4% +$26K 0.11% 93
2025
Q2 		$663K Sell
851
-373
-30% -$290K 0.12% 87
2025
Q1 		$1.01M Buy
1,224
+40
+3% +$33.3K 0.2% 70
2024
Q4 		$914K Buy
1,184
+113
+11% +$93.6K 0.19% 72
2024
Q3 		$949K Sell
1,071
-17
-2% -$15.3K 0.22% 72
2024
Q2 		$985K Buy
1,088
+16
+1% +$12.8K 0.26% 70
2024
Q1 		$834K Buy
1,072
+177
+20% +$126K 0.23% 77
2023
Q4 		$522K Buy
895
+211
+31% +$123K 0.16% 89
2023
Q3 		$367K Sell
684
-3
-0.4% -$1.55K 0.13% 98
2023
Q2 		$322K Sell
687
-33
-5% -$13.8K 0.12% 110
2023
Q1 		$247K Sell
720
-38
-5% -$12.8K 0.09% 128
2022
Q4 		$277K Sell
758
-397
-34% -$141K 0.12% 114
2022
Q3 		$373K Buy
1,155
+89
+8% +$28.2K 0.16% 104
2022
Q2 		$346K Buy
1,066
+158
+17% +$47.4K 0.15% 109
2022
Q1 		$260K Buy
908
+120
+15% +$30.9K 0.13% 113
2021
Q4 		$218K Buy
+788
New +$200K 0.1% 117
2019
Q2 		– Sell
-935
Closed -$121K – 321
2019
Q1 		$121K Hold
935
– – 0.09% 142
2018
Q4 		$108K Hold
935
– – 0.09% 134
2018
Q3 		$100K Hold
935
– – 0.07% 153
2018
Q2 		$80K Hold
935
– – 0.06% 170
2018
Q1 		$72K Buy
+935
New +$75.3K 0.05% 183

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

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

Northwest Wealth Management reduced its Eli Lilly (LLY) stake by 0.77% in Q2 2026, selling an estimated $8.17K and leaving 1,029 shares worth $1.23M. The position accounts for 0.16% of the portfolio, ranked #70.

Northwest Wealth Management first reported a position in LLY in Q1 2018 and has held it in 24 quarters since. 1,844 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Northwest Wealth Management held 1,029 shares of Eli Lilly worth $1.23M as of Q2 2026.
  • Northwest Wealth Management sold 8 Eli Lilly shares in Q2 2026, an estimated $8.17K.
  • Eli Lilly made up 0.16% of Northwest Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Northwest Wealth Management first reported a position in Eli Lilly in Q1 2018 and has held it in 24 quarters since.
  • 1,844 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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