SWM
LLY icon

Spire Wealth Management’s Eli Lilly LLY Stock Holding History

Spire Wealth 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 		$33.5M Buy
27,938
+364
+1% +$372K 1.01% 13
2026
Q1 		$25.4M Sell
27,574
-145
-0.5% -$147K 0.87% 18
2025
Q4 		$29.8M Buy
27,719
+592
+2% +$566K 1% 12
2025
Q3 		$20.7M Sell
27,127
-138
-0.5% -$103K 0.7% 29
2025
Q2 		$21.1M Sell
27,265
-6,530
-19% -$5.07M 0.76% 27
2025
Q1 		$27.9M Buy
33,795
+848
+3% +$706K 0.89% 16
2024
Q4 		$25.4M Buy
32,947
+449
+1% +$372K 0.79% 21
2024
Q3 		$28.8M Buy
32,498
+1,266
+4% +$1.14M 0.97% 18
2024
Q2 		$28.3M Sell
31,232
-225
-0.7% -$180K 1% 18
2024
Q1 		$40.8M Buy
31,457
+378
+1% +$269K 0.74% 31
2023
Q4 		$19.5M Buy
31,079
+2,200
+8% +$1.28M 0.65% 30
2023
Q3 		$15.5M Sell
28,879
-5,579
-16% -$2.87M 0.59% 34
2023
Q2 		$16.2M Buy
34,458
+194
+0.6% +$81.4K 0.6% 30
2023
Q1 		$11.8M Buy
34,264
+1,358
+4% +$458K 0.46% 43
2022
Q4 		$12M Buy
32,906
+4,319
+15% +$1.53M 0.68% 28
2022
Q3 		$9.24M Sell
28,587
-9,907
-26% -$3.14M 0.56% 39
2022
Q2 		$12.5M Buy
38,494
+28,932
+303% +$8.68M 0.51% 44
2022
Q1 		$2.74M Sell
9,562
-5,884
-38% -$1.51M 0.07% 227
2021
Q4 		$4.28M Buy
15,446
+6,961
+82% +$1.76M 0.1% 192
2021
Q3 		$1.96M Buy
8,485
+897
+12% +$221K 0.05% 286
2021
Q2 		$1.74M Sell
7,588
-6,878
-48% -$1.38M 0.05% 318
2021
Q1 		$2.7M Buy
+14,466
New +$2.83M 0.07% 230

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
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)
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

Spire Wealth Management's LLY Position: Q2 2026 in Review

Spire Wealth Management increased its Eli Lilly (LLY) stake by 1.3% in Q2 2026, buying an estimated $372K and bringing the position to 27,938 shares worth $33.5M. The position accounts for 1.01% of the portfolio, ranked #13.

Spire Wealth Management first reported a position in LLY in Q1 2021 and has held it in 22 quarters since. The position peaked at $40.8M in Q1 2024. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Spire Wealth Management held 27,938 shares of Eli Lilly worth $33.5M as of Q2 2026.
  • Spire Wealth Management bought 364 Eli Lilly shares in Q2 2026, an estimated $372K.
  • Eli Lilly made up 1.01% of Spire Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Spire Wealth Management first reported a position in Eli Lilly in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Eli Lilly position peaked at $40.8M in Q1 2024.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.