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Secured Retirement Advisors’s Eli Lilly LLY Stock Holding History

Secured Retirement 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 		$2.08M Sell
1,731
-178
-9% -$182K 1.07% 24
2026
Q1 		$1.76M Buy
1,909
+63
+3% +$63.9K 0.99% 29
2025
Q4 		$1.98M Buy
1,846
+150
+9% +$143K 1.11% 25
2025
Q3 		$1.29M Buy
1,696
+281
+20% +$209K 0.72% 50
2025
Q2 		$1.1M Buy
+1,415
New +$1.1M 0.66% 64
2025
Q1 		– Sell
-298
Closed -$230K – 146
2024
Q4 		$230K Sell
298
-30
-9% -$24.8K 0.13% 129
2024
Q3 		$291K Sell
328
-20
-6% -$18K 0.21% 94
2024
Q2 		$315K Buy
348
+50
+17% +$40K 0.25% 90
2024
Q1 		$232K Buy
+298
New +$212K 0.2% 101

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

Secured Retirement Advisors's LLY Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Eli Lilly (LLY) stake by 9.3% in Q2 2026, selling an estimated $182K and leaving 1,731 shares worth $2.08M. The position accounts for 1.07% of the portfolio, ranked #24.

Secured Retirement Advisors first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. 1,028 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Secured Retirement Advisors held 1,731 shares of Eli Lilly worth $2.08M as of Q2 2026.
  • Secured Retirement Advisors sold 178 Eli Lilly shares in Q2 2026, an estimated $182K.
  • Eli Lilly made up 1.07% of Secured Retirement Advisors's portfolio in Q2 2026, its #24 holding.
  • Secured Retirement Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.