VSM Wealth Advisory’s Eli Lilly LLY Stock Holding History

VSM Wealth Advisory’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	$906K	Buy	755 +712	+1,656%	+$727K	0.24%	40
2026 Q1	$14.8K	Sell	43 -796	-95%	-$807K	﹤0.01%	325
2025 Q4	$902K	Sell	839 -100	-11%	-$95.6K	0.27%	39
2025 Q3	$716K	Sell	939 -800	-46%	-$595K	0.22%	44
2025 Q2	$1.36M	Sell	1,739 -18	-1%	-$14K	0.45%	30
2025 Q1	$1.45M	Hold	1,757	–	–	0.52%	30
2024 Q4	$1.36M	Buy	+1,757	New	+$1.45M	0.48%	32

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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) 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VSM Wealth Advisory's LLY Position: Q2 2026 in Review

VSM Wealth Advisory increased its Eli Lilly (LLY) stake by 1,656% in Q2 2026, buying an estimated $727K and bringing the position to 755 shares worth $906K. The position accounts for 0.24% of the portfolio, ranked #40.

VSM Wealth Advisory first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q1 2025. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

VSM Wealth Advisory held 755 shares of Eli Lilly worth $906K as of Q2 2026.
VSM Wealth Advisory bought 712 Eli Lilly shares in Q2 2026, an estimated $727K.
Eli Lilly made up 0.24% of VSM Wealth Advisory's portfolio in Q2 2026, its #40 holding.
VSM Wealth Advisory first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Eli Lilly position peaked at $1.45M in Q1 2025.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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