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Retirement Wealth Solutions’s Eli Lilly LLY Stock Holding History

Retirement Wealth Solutions’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 		$131K Buy
109
+14
+15% +$14.3K 0.07% 64
2026
Q1 		$87.4K Sell
95
-90
-49% -$91.2K 0.06% 71
2025
Q4 		$199K Buy
185
+21
+13% +$20.1K 0.13% 50
2025
Q3 		$125K Buy
164
+15
+10% +$11.2K 0.08% 58
2025
Q2 		$117K Hold
149
– – 0.09% 57
2025
Q1 		$123K Hold
149
– – 0.1% 50
2024
Q4 		$119K Buy
+149
New +$123K 0.1% 54

Other funds holding LLY

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
Handelsbanken Fonder
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)
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Retirement Wealth Solutions's LLY Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Eli Lilly (LLY) stake by 15% in Q2 2026, buying an estimated $14.3K and bringing the position to 109 shares worth $131K. The position accounts for 0.07% of the portfolio, ranked #64.

Retirement Wealth Solutions first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $199K in Q4 2025. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Retirement Wealth Solutions held 109 shares of Eli Lilly worth $131K as of Q2 2026.
  • Retirement Wealth Solutions bought 14 Eli Lilly shares in Q2 2026, an estimated $14.3K.
  • Eli Lilly made up 0.07% of Retirement Wealth Solutions's portfolio in Q2 2026, its #64 holding.
  • Retirement Wealth Solutions first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Eli Lilly position peaked at $199K in Q4 2025.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.