SW
LLY icon

SteelPeak Wealth’s Eli Lilly LLY Stock Holding History

SteelPeak Wealth’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
2024
Q3 		– Hold
0
– -$543K – 566
2024
Q2 		– Hold
0
– – – 299
2024
Q1 		– Hold
0
– – – 310
2023
Q1 		– Hold
0
– -$549K – 431
2022
Q4 		– Hold
0
– – – 231

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

SteelPeak Wealth's LLY Position: Q2 2026 in Review

SteelPeak Wealth increased its Eli Lilly (LLY) stake by 20% in Q2 2026, buying an estimated $893K and bringing the position to 5,219 shares worth $6.26M. The position accounts for 0.16% of the portfolio, ranked #114.

SteelPeak Wealth first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • SteelPeak Wealth held 5,219 shares of Eli Lilly worth $6.26M as of Q2 2026.
  • SteelPeak Wealth bought 874 Eli Lilly shares in Q2 2026, an estimated $893K.
  • Eli Lilly made up 0.16% of SteelPeak Wealth's portfolio in Q2 2026, its #114 holding.
  • SteelPeak Wealth first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • 2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.