One Wealth Capital Management’s Eli Lilly LLY Stock Holding History

One Wealth Capital 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	$909K	Buy	758 +396	+109%	+$405K	0.26%	53
2026 Q1	$316K	Sell	362 -1,076	-75%	-$1.09M	0.14%	77
2025 Q4	$1.55M	Sell	1,438 -86	-6%	-$82.2K	0.66%	32
2025 Q3	$1.16M	Sell	1,524 -59	-4%	-$43.9K	0.52%	38
2025 Q2	$1.23M	Sell	1,583 -37	-2%	-$28.8K	0.58%	33
2025 Q1	$1.34M	Buy	1,620 +399	+33%	+$332K	0.72%	30
2024 Q4	$943K	Buy	+1,221	New	+$1.01M	0.48%	37

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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

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) 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

One Wealth Capital Management's LLY Position: Q2 2026 in Review

One Wealth Capital Management increased its Eli Lilly (LLY) stake by 109% in Q2 2026, buying an estimated $405K and bringing the position to 758 shares worth $909K. The position accounts for 0.26% of the portfolio, ranked #53.

One Wealth Capital Management first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q4 2025. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

One Wealth Capital Management held 758 shares of Eli Lilly worth $909K as of Q2 2026.
One Wealth Capital Management bought 396 Eli Lilly shares in Q2 2026, an estimated $405K.
Eli Lilly made up 0.26% of One Wealth Capital Management's portfolio in Q2 2026, its #53 holding.
One Wealth Capital Management first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
One Wealth Capital Management's Eli Lilly position peaked at $1.55M in Q4 2025.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.