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Thrive Wealth Management’s Eli Lilly LLY Stock Holding History

Thrive 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 		$1.51M Buy
1,255
+63
+5% +$64.4K 0.19% 59
2026
Q1 		$1.1M Buy
1,192
+33
+3% +$33.5K 0.16% 68
2025
Q4 		$1.25M Sell
1,159
-67
-5% -$64.1K 0.18% 60
2025
Q3 		$936K Sell
1,226
-67
-5% -$49.9K 0.14% 83
2025
Q2 		$1.01M Sell
1,293
-36
-3% -$28K 0.16% 72
2025
Q1 		$1.1M Sell
1,329
-114
-8% -$94.9K 0.21% 54
2024
Q4 		$1.11M Sell
1,443
-63
-4% -$52.2K 0.2% 57
2024
Q3 		$1.33M Sell
1,506
-22
-1% -$19.8K 0.24% 47
2024
Q2 		$1.38M Sell
1,528
-26
-2% -$20.8K 0.27% 45
2024
Q1 		$1.21M Buy
1,554
+361
+30% +$257K 0.25% 50
2023
Q4 		$696K Sell
1,193
-56
-4% -$32.7K 0.15% 82
2023
Q3 		$671K Sell
1,249
-273
-18% -$141K 0.18% 78
2023
Q2 		$714K Buy
1,522
+775
+104% +$325K 0.18% 77
2023
Q1 		$256K Sell
747
-111
-13% -$37.4K 0.07% 141
2022
Q4 		$314K Sell
858
-266
-24% -$94.3K 0.09% 129
2022
Q3 		$363K Sell
1,124
-29
-3% -$9.19K 0.13% 100
2022
Q2 		$374K Buy
1,153
+1
+0.1% +$300 0.13% 98
2022
Q1 		$330K Buy
1,152
+77
+7% +$19.8K 0.1% 120
2021
Q4 		$297K Buy
+1,075
New +$273K 0.1% 121

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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Thrive Wealth Management increased its Eli Lilly (LLY) stake by 5.3% in Q2 2026, buying an estimated $64.4K and bringing the position to 1,255 shares worth $1.51M. The position accounts for 0.19% of the portfolio, ranked #59.

Thrive Wealth Management first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 903 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Thrive Wealth Management held 1,255 shares of Eli Lilly worth $1.51M as of Q2 2026.
  • Thrive Wealth Management bought 63 Eli Lilly shares in Q2 2026, an estimated $64.4K.
  • Eli Lilly made up 0.19% of Thrive Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Thrive Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 903 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.