Rockline Wealth Management’s Eli Lilly LLY Stock Holding History

Rockline 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	$408K	Hold	340	–	–	0.08%	76
2026 Q1	$313K	Hold	340	–	–	0.07%	80
2025 Q4	$365K	Buy	+340	New	+$325K	0.07%	72
2025 Q3	–	Sell	-3,565	Closed	-$2.78M	–	105
2025 Q2	$2.78M	Buy	3,565 +252	+8%	+$196K	0.66%	45
2025 Q1	$2.74M	Buy	3,313 +216	+7%	+$180K	0.76%	47
2024 Q4	$2.39M	Buy	3,097 +150	+5%	+$124K	0.64%	50
2024 Q3	$2.61M	Buy	2,947 +228	+8%	+$205K	0.74%	47
2024 Q2	$2.46M	Buy	2,719 +179	+7%	+$143K	0.76%	42
2024 Q1	$1.98M	Buy	2,540 +511	+25%	+$364K	0.69%	49
2023 Q4	$1.18M	Buy	+2,029	New	+$1.18M	0.49%	54

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

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

Rockline Wealth Management held its Eli Lilly (LLY) position steady in Q2 2026 at 340 shares worth $408K. The position accounts for 0.08% of the portfolio, ranked #76.

Rockline Wealth Management first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.78M in Q2 2025. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Rockline Wealth Management held 340 shares of Eli Lilly worth $408K as of Q2 2026.
Rockline Wealth Management left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.08% of Rockline Wealth Management's portfolio in Q2 2026, its #76 holding.
Rockline Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Rockline Wealth Management's Eli Lilly position peaked at $2.78M in Q2 2025.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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