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Urban Wealth Management’s Eli Lilly LLY Stock Holding History

Urban 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 		$291K Sell
243
-81
-25% -$82.8K 0.25% 85
2026
Q1 		$298K Sell
324
-90
-22% -$91.2K 0.31% 66
2025
Q4 		$445K Buy
+414
New +$396K 0.41% 51
2020
Q4 		$240K Buy
+1,419
New +$212K 0.2% 95

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

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

Urban Wealth Management reduced its Eli Lilly (LLY) stake by 25% in Q2 2026, selling an estimated $82.8K and leaving 243 shares worth $291K. The position accounts for 0.25% of the portfolio, ranked #85.

Urban Wealth Management first reported a position in LLY in Q4 2020 and has held it in 4 quarters since. The position peaked at $445K in Q4 2025. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Urban Wealth Management held 243 shares of Eli Lilly worth $291K as of Q2 2026.
  • Urban Wealth Management sold 81 Eli Lilly shares in Q2 2026, an estimated $82.8K.
  • Eli Lilly made up 0.25% of Urban Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Urban Wealth Management first reported a position in Eli Lilly in Q4 2020 and has held it in 4 quarters since.
  • Urban Wealth Management's Eli Lilly position peaked at $445K in Q4 2025.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.