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Sax Wealth Advisors’s Eli Lilly LLY Stock Holding History

Sax 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 		$1.41M Buy
1,529
+757
+98% +$773K 0.06% 185
2026
Q1 		$830K Sell
772
-150
-16% -$152K 0.04% 219
2025
Q4 		$991K Buy
922
+26
+3% +$24.9K 0.05% 205
2025
Q3 		$684K Buy
896
+207
+30% +$154K 0.04% 226
2025
Q2 		$537K Buy
689
+86
+14% +$66.8K 0.03% 246
2025
Q1 		$498K Buy
603
+235
+64% +$196K 0.04% 223
2024
Q4 		$284K Buy
368
+13
+4% +$10.8K 0.02% 275
2024
Q3 		$315K Sell
355
-6
-2% -$5.39K 0.03% 217
2024
Q2 		$327K Buy
+361
New +$289K 0.03% 199
2024
Q1 		– Sell
-365
Closed -$213K – 210
2023
Q4 		$213K Buy
+365
New +$213K 0.03% 180

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
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
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
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Sax Wealth Advisors increased its Eli Lilly (LLY) stake by 98% in Q2 2026, buying an estimated $773K and bringing the position to 1,529 shares worth $1.41M. The position accounts for 0.06% of the portfolio, ranked #185.

Sax Wealth Advisors first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. 1,125 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Sax Wealth Advisors held 1,529 shares of Eli Lilly worth $1.41M as of Q2 2026.
  • Sax Wealth Advisors bought 757 Eli Lilly shares in Q2 2026, an estimated $773K.
  • Eli Lilly made up 0.06% of Sax Wealth Advisors's portfolio in Q2 2026, its #185 holding.
  • Sax Wealth Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.