StoneCrest Wealth Management’s Eli Lilly LLY Stock Holding History

StoneCrest 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	$6.42M	Sell	5,351 -1,029	-16%	-$1.05M	2.05%	20
2026 Q1	$5.87M	Sell	6,380 -218	-3%	-$221K	2.48%	13
2025 Q4	$7.09M	Buy	6,598 +291	+5%	+$278K	2.86%	11
2025 Q3	$4.81M	Buy	6,307 +45	+0.7%	+$33.5K	2.11%	20
2025 Q2	$4.88M	Buy	6,262 +153	+3%	+$119K	2.33%	16
2025 Q1	$5.05M	Buy	6,109 +841	+16%	+$700K	3.21%	8
2024 Q4	$4.07M	Buy	5,268 +336	+7%	+$278K	2.65%	15
2024 Q3	$4.37M	Buy	4,932 +7	+0.1%	+$6.29K	3.18%	12
2024 Q2	$4.46M	Buy	4,925 +3,342	+211%	+$2.67M	3.4%	11
2024 Q1	$1.23M	Buy	1,583 +581	+58%	+$413K	1.07%	23
2023 Q4	$584K	Buy	+1,002	New	+$585K	0.56%	35

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

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

StoneCrest Wealth Management reduced its Eli Lilly (LLY) stake by 16% in Q2 2026, selling an estimated $1.05M and leaving 5,351 shares worth $6.42M. The position accounts for 2.05% of the portfolio, ranked #20.

StoneCrest Wealth Management first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.09M in Q4 2025. 1,691 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

StoneCrest Wealth Management held 5,351 shares of Eli Lilly worth $6.42M as of Q2 2026.
StoneCrest Wealth Management sold 1,029 Eli Lilly shares in Q2 2026, an estimated $1.05M.
Eli Lilly made up 2.05% of StoneCrest Wealth Management's portfolio in Q2 2026, its #20 holding.
StoneCrest Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
StoneCrest Wealth Management's Eli Lilly position peaked at $7.09M in Q4 2025.
1,691 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.