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True Wealth Design’s Eli Lilly LLY Stock Holding History

True Wealth Design’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 		$476K Sell
397
-36
-8% -$36.8K 0.11% 42
2026
Q1 		$398K Buy
433
+259
+149% +$263K 0.11% 44
2025
Q4 		$187K Buy
174
+23
+15% +$22K 0.05% 90
2025
Q3 		$115K Buy
151
+2
+1% +$1.49K 0.04% 137
2025
Q2 		$116K Buy
149
+10
+7% +$7.77K 0.04% 90
2025
Q1 		$115K Buy
139
+8
+6% +$6.66K 0.04% 75
2024
Q4 		$101K Buy
131
+15
+13% +$12.4K 0.04% 72
2024
Q3 		$103K Sell
116
-34
-23% -$30.6K 0.04% 58
2024
Q2 		$136K Buy
150
+6
+4% +$4.8K 0.03% 125
2024
Q1 		$112K Buy
144
+107
+289% +$76.1K 0.03% 135
2023
Q4 		$21.6K Hold
37
– – 0.01% 198
2023
Q3 		$19.9K Sell
37
-1
-3% -$515 0.01% 178
2023
Q2 		$17.8K Sell
38
-4
-10% -$1.68K 0.01% 190
2023
Q1 		$14.4K Buy
42
+3
+8% +$1.01K 0.01% 219
2022
Q4 		$14.3K Buy
+39
New +$13.8K 0.01% 205

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

True Wealth Design's LLY Position: Q2 2026 in Review

True Wealth Design reduced its Eli Lilly (LLY) stake by 8.3% in Q2 2026, selling an estimated $36.8K and leaving 397 shares worth $476K. The position accounts for 0.11% of the portfolio, ranked #42.

True Wealth Design first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 894 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • True Wealth Design held 397 shares of Eli Lilly worth $476K as of Q2 2026.
  • True Wealth Design sold 36 Eli Lilly shares in Q2 2026, an estimated $36.8K.
  • Eli Lilly made up 0.11% of True Wealth Design's portfolio in Q2 2026, its #42 holding.
  • True Wealth Design first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 894 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.