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SOA Wealth Advisors’s Eli Lilly LLY Stock Holding History

SOA 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 		$376K Sell
9,146
-8,422
-48% -$8.61M 0.06% 150
2026
Q1 		$466K Hold
17,568
– – 0.09% 124
2025
Q4 		$542K Sell
17,568
-107
-0.6% -$102K 0.09% 121
2025
Q3 		$471K Sell
17,675
-106
-0.6% -$78.9K 0.08% 130
2025
Q2 		$564K Buy
17,781
+6,430
+57% +$5M 0.11% 109
2025
Q1 		$671K Buy
11,351
+10,426
+1,127% +$8.68M 0.14% 89
2024
Q4 		$714K Buy
925
+61
+7% +$50.5K 0.13% 93
2024
Q3 		$766K Buy
864
+20
+2% +$18K 0.15% 82
2024
Q2 		$764K Buy
844
+15
+2% +$12K 0.15% 84
2024
Q1 		$645K Buy
829
+68
+9% +$48.4K 0.13% 86
2023
Q4 		$444K Buy
761
+35
+5% +$20.4K 0.1% 110
2023
Q3 		$390K Buy
726
+320
+79% +$165K 0.1% 111
2023
Q2 		$190K Hold
406
– – 0.04% 164
2023
Q1 		$139K Sell
406
-319
-44% -$108K 0.03% 192
2022
Q4 		$265K Buy
725
+115
+19% +$40.8K 0.07% 126
2022
Q3 		$197K Hold
610
– – 0.06% 146
2022
Q2 		$197K Sell
610
-7
-1% -$2.1K 0.06% 144
2022
Q1 		$176K Buy
617
+320
+108% +$82.4K 0.04% 177
2021
Q4 		$82K Sell
297
-320
-52% -$81.1K 0.02% 243
2021
Q3 		$142K Buy
617
+290
+89% +$71.6K 0.04% 190
2021
Q2 		$75K Buy
327
+24
+8% +$4.82K 0.02% 260
2021
Q1 		$56K Sell
303
-6
-2% -$1.17K 0.02% 258
2020
Q4 		$63K Buy
+309
New +$46.1K 0.02% 239

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

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

SOA Wealth Advisors reduced its Eli Lilly (LLY) stake by 48% in Q2 2026, selling an estimated $8.61M and leaving 9,146 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #150.

SOA Wealth Advisors first reported a position in LLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $766K in Q3 2024. 1,085 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • SOA Wealth Advisors held 9,146 shares of Eli Lilly worth $376K as of Q2 2026.
  • SOA Wealth Advisors sold 8,422 Eli Lilly shares in Q2 2026, an estimated $8.61M.
  • Eli Lilly made up 0.06% of SOA Wealth Advisors's portfolio in Q2 2026, its #150 holding.
  • SOA Wealth Advisors first reported a position in Eli Lilly in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Eli Lilly position peaked at $766K in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.