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Octavia Wealth Advisors’s Eli Lilly LLY Stock Holding History

Octavia 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 		$926K Buy
772
+116
+18% +$119K 0.08% 78
2026
Q1 		$603K Sell
656
-96
-13% -$97.3K 0.06% 117
2025
Q4 		$807K Buy
752
+145
+24% +$139K 0.08% 91
2025
Q3 		$463K Sell
607
-29
-5% -$21.6K 0.05% 139
2025
Q2 		$496K Sell
636
-58
-8% -$45.1K 0.06% 118
2025
Q1 		$573K Sell
694
-41
-6% -$34.1K 0.07% 112
2024
Q4 		$568K Buy
735
+147
+25% +$122K 0.07% 104
2024
Q3 		$521K Sell
588
-115
-16% -$103K 0.06% 111
2024
Q2 		$636K Buy
703
+4
+0.6% +$3.2K 0.09% 100
2024
Q1 		$544K Sell
699
-35
-5% -$24.9K 0.08% 105
2023
Q4 		$428K Buy
734
+223
+44% +$130K 0.08% 134
2023
Q3 		$274K Buy
511
+58
+13% +$29.9K 0.06% 160
2023
Q2 		$212K Buy
+453
New +$190K 0.04% 174

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

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

Octavia Wealth Advisors increased its Eli Lilly (LLY) stake by 18% in Q2 2026, buying an estimated $119K and bringing the position to 772 shares worth $926K. The position accounts for 0.08% of the portfolio, ranked #78.

Octavia Wealth Advisors first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Octavia Wealth Advisors held 772 shares of Eli Lilly worth $926K as of Q2 2026.
  • Octavia Wealth Advisors bought 116 Eli Lilly shares in Q2 2026, an estimated $119K.
  • Eli Lilly made up 0.08% of Octavia Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • Octavia Wealth Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.