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SWMG LLC’s Eli Lilly LLY Stock Holding History

SWMG LLC’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 		– Sell
-811
Closed -$746K – 119
2026
Q1 		$746K Sell
811
-442
-35% -$448K 0.21% 48
2025
Q4 		$1.33M Sell
1,253
-226
-15% -$216K 0.37% 32
2025
Q3 		$1.21M Buy
1,479
+382
+35% +$284K 0.37% 36
2025
Q2 		$886K Buy
1,097
+123
+13% +$95.6K 0.3% 46
2025
Q1 		$862K Sell
974
-5
-0.5% -$4.16K 0.34% 39
2024
Q4 		$738K Buy
979
+4
+0.4% +$3.31K 0.29% 50
2024
Q3 		$792K Buy
+975
New +$877K 0.33% 44

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

SWMG LLC's LLY Position: Q2 2026 in Review

SWMG LLC sold out of Eli Lilly (LLY) in Q2 2026, closing a stake of 811 shares — an estimated $746K sold.

SWMG LLC first reported a position in LLY in Q3 2024 and held it in 7 quarters. The position peaked at $1.33M in Q4 2025. 1,822 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • SWMG LLC reported no remaining Eli Lilly position as of Q2 2026 after selling out during the quarter.
  • SWMG LLC sold 811 Eli Lilly shares in Q2 2026, an estimated $746K.
  • SWMG LLC first reported a position in Eli Lilly in Q3 2024 and held it in 7 quarters.
  • SWMG LLC's Eli Lilly position peaked at $1.33M in Q4 2025.
  • 1,822 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.