San Luis Wealth Advisors’s Eli Lilly LLY Stock Holding History

San Luis 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	$1.31M	Buy	1,089 +28	+3%	+$28.6K	0.2%	74
2026 Q1	$976K	Sell	1,061 -18	-2%	-$18.2K	0.16%	92
2025 Q4	$1.16M	Sell	1,079 -5	-0.5%	-$4.78K	0.19%	71
2025 Q3	$827K	Buy	1,084 +571	+111%	+$425K	0.15%	87
2025 Q2	$400K	Sell	513 -4,306	-89%	-$3.35M	0.09%	111
2025 Q1	$3.98M	Sell	4,819 -352	-7%	-$293K	0.9%	30
2024 Q4	$3.99M	Buy	5,171 +4,600	+806%	+$3.81M	0.76%	37
2024 Q3	$506K	Buy	571 +50	+10%	+$45K	0.1%	94
2024 Q2	$472K	Buy	+521	New	+$417K	0.11%	72
2022 Q2	–	Sell	-405	Closed	-$112K	–	276
2022 Q1	$112K	Buy	+405	New	+$104K	0.05%	190

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

San Luis Wealth Advisors's LLY Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Eli Lilly (LLY) stake by 2.6% in Q2 2026, buying an estimated $28.6K and bringing the position to 1,089 shares worth $1.31M. The position accounts for 0.2% of the portfolio, ranked #74.

San Luis Wealth Advisors first reported a position in LLY in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.99M in Q4 2024. 1,844 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

San Luis Wealth Advisors held 1,089 shares of Eli Lilly worth $1.31M as of Q2 2026.
San Luis Wealth Advisors bought 28 Eli Lilly shares in Q2 2026, an estimated $28.6K.
Eli Lilly made up 0.2% of San Luis Wealth Advisors's portfolio in Q2 2026, its #74 holding.
San Luis Wealth Advisors first reported a position in Eli Lilly in Q1 2022 and has held it in 10 quarters since.
San Luis Wealth Advisors's Eli Lilly position peaked at $3.99M in Q4 2024.
1,844 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.