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Towerpoint Wealth’s Eli Lilly LLY Stock Holding History

Towerpoint 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
2026
Q2 		$5.46M Buy
4,549
+267
+6% +$273K 1.89% 12
2026
Q1 		$3.94M Sell
4,282
-1
-0% -$1.01K 1.59% 14
2025
Q4 		$4.6M Sell
4,283
-9
-0.2% -$8.61K 1.82% 12
2025
Q3 		$3.27M Buy
4,292
+26
+0.6% +$19.3K 1.34% 20
2025
Q2 		$3.33M Buy
4,266
+3
+0.1% +$2.33K 1.47% 17
2025
Q1 		$3.52M Sell
4,263
-11
-0.3% -$9.15K 1.75% 13
2024
Q4 		$3.3M Sell
4,274
-1
-0% -$828 1.62% 18
2024
Q3 		$3.79M Sell
4,275
-3
-0.1% -$2.7K 1.79% 16
2024
Q2 		$3.87M Buy
4,278
+14
+0.3% +$11.2K 1.93% 16
2024
Q1 		$3.32M Buy
4,264
+38
+0.9% +$27K 1.67% 17
2023
Q4 		$2.46M Sell
4,226
-11
-0.3% -$6.42K 1.34% 20
2023
Q3 		$2.28M Sell
4,237
-2
-0% -$1.03K 1.35% 20
2023
Q2 		$1.99M Buy
4,239
+22
+0.5% +$9.23K 1.12% 21
2023
Q1 		$1.45M Sell
4,217
-3,523
-46% -$1.19M 0.83% 23
2022
Q4 		$2.83M Buy
7,740
+31
+0.4% +$11K 1.63% 16
2022
Q3 		$2.49M Buy
7,709
+12
+0.2% +$3.8K 1.5% 17
2022
Q2 		$2.5M Buy
7,697
+96
+1% +$28.8K 1.49% 17
2022
Q1 		$2.18M Sell
7,601
-74
-1% -$19K 1.08% 24
2021
Q4 		$2.12M Buy
7,675
+100
+1% +$25.4K 1% 26
2021
Q3 		$1.75M Sell
7,575
-18
-0.2% -$4.44K 0.87% 25
2021
Q2 		$1.74M Sell
7,593
-96
-1% -$19.3K 0.87% 27
2021
Q1 		$1.44M Buy
7,689
+4,056
+112% +$793K 0.69% 26
2020
Q4 		$613K Sell
3,633
-79
-2% -$11.8K 0.31% 36
2020
Q3 		$549K Buy
3,712
+96
+3% +$14.9K 0.31% 35
2020
Q2 		$594K Buy
3,616
+26
+0.7% +$3.99K 0.37% 33
2020
Q1 		$498K Buy
3,590
+15
+0.4% +$2.06K 0.39% 31
2019
Q4 		$470K Hold
3,575
– – 0.31% 32
2019
Q3 		$400K Hold
3,575
– – 0.27% 32
2019
Q2 		$389K Hold
3,575
– – 0.27% 34
2019
Q1 		$464K Buy
+3,575
New +$435K 0.32% 28

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

Towerpoint Wealth's LLY Position: Q2 2026 in Review

Towerpoint Wealth increased its Eli Lilly (LLY) stake by 6.2% in Q2 2026, buying an estimated $273K and bringing the position to 4,549 shares worth $5.46M. The position accounts for 1.89% of the portfolio, ranked #12.

Towerpoint Wealth first reported a position in LLY in Q1 2019 and has held it in 30 quarters since. 1,803 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Towerpoint Wealth held 4,549 shares of Eli Lilly worth $5.46M as of Q2 2026.
  • Towerpoint Wealth bought 267 Eli Lilly shares in Q2 2026, an estimated $273K.
  • Eli Lilly made up 1.89% of Towerpoint Wealth's portfolio in Q2 2026, its #12 holding.
  • Towerpoint Wealth first reported a position in Eli Lilly in Q1 2019 and has held it in 30 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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