Smallwood Wealth Investment Management’s Eli Lilly LLY Stock Holding History

Smallwood Wealth Investment 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	$836K	Buy	697 +496	+247%	+$507K	0.37%	35
2026 Q1	$185K	Hold	201	–	–	0.1%	83
2025 Q4	$216K	Sell	201 -7	-3%	-$6.69K	0.11%	77
2025 Q3	$159K	Buy	208 +2	+1%	+$1.49K	0.08%	94
2025 Q2	$161K	Buy	206 +41	+25%	+$31.9K	0.09%	86
2025 Q1	$136K	Buy	+165	New	+$137K	0.09%	92

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

Smallwood Wealth Investment Management's LLY Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Eli Lilly (LLY) stake by 247% in Q2 2026, buying an estimated $507K and bringing the position to 697 shares worth $836K. The position accounts for 0.37% of the portfolio, ranked #35.

Smallwood Wealth Investment Management first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. 1,863 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Smallwood Wealth Investment Management held 697 shares of Eli Lilly worth $836K as of Q2 2026.
Smallwood Wealth Investment Management bought 496 Eli Lilly shares in Q2 2026, an estimated $507K.
Eli Lilly made up 0.37% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #35 holding.
Smallwood Wealth Investment Management first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
1,863 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.