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Wealth Alliance Advisory Group’s Eli Lilly LLY Stock Holding History

Wealth Alliance Advisory Group’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 		$7.54M Buy
6,285
+342
+6% +$349K 1.09% 21
2026
Q1 		$5.47M Sell
5,943
-163
-3% -$165K 0.87% 27
2025
Q4 		$6.56M Buy
6,106
+964
+19% +$922K 1.12% 22
2025
Q3 		$3.92M Buy
5,142
+281
+6% +$209K 0.71% 32
2025
Q2 		$3.79M Buy
4,861
+211
+5% +$164K 0.72% 32
2025
Q1 		$3.84M Buy
4,650
+68
+1% +$56.6K 0.8% 27
2024
Q4 		$3.54M Buy
4,582
+55
+1% +$45.5K 0.75% 28
2024
Q3 		$4.01M Buy
4,527
+147
+3% +$132K 0.84% 24
2024
Q2 		$3.97M Buy
4,380
+178
+4% +$142K 0.89% 23
2024
Q1 		$3.27M Buy
4,202
+496
+13% +$353K 0.76% 24
2023
Q4 		$2.16M Buy
3,706
+461
+14% +$269K 0.56% 35
2023
Q3 		$1.74M Buy
3,245
+20
+0.6% +$10.3K 0.52% 36
2023
Q2 		$1.51M Buy
3,225
+1,347
+72% +$565K 0.53% 35
2023
Q1 		$645K Buy
1,878
+100
+6% +$33.7K 0.24% 69
2022
Q4 		$650K Buy
1,778
+100
+6% +$35.5K 0.25% 64
2022
Q3 		$543K Hold
1,678
– – 0.24% 66
2022
Q2 		$544K Buy
1,678
+3
+0.2% +$901 0.26% 67
2022
Q1 		$480K Buy
1,675
+71
+4% +$18.3K 0.21% 79
2021
Q4 		$443K Hold
1,604
– – 0.19% 88
2021
Q3 		$371K Hold
1,604
– – 0.18% 89
2021
Q2 		$368K Hold
1,604
– – 0.18% 95
2021
Q1 		$300K Hold
1,604
– – 0.15% 105
2020
Q4 		$271K Hold
1,604
– – 0.15% 115
2020
Q3 		$237K Hold
1,604
– – 0.14% 105
2020
Q2 		$263K Hold
1,604
– – 0.16% 89
2020
Q1 		$223K Hold
1,604
– – 0.17% 95
2019
Q4 		$211K Buy
+1,604
New +$186K 0.12% 124

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

Wealth Alliance Advisory Group's LLY Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its Eli Lilly (LLY) stake by 5.8% in Q2 2026, buying an estimated $349K and bringing the position to 6,285 shares worth $7.54M. The position accounts for 1.09% of the portfolio, ranked #21.

Wealth Alliance Advisory Group first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. 1,691 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wealth Alliance Advisory Group held 6,285 shares of Eli Lilly worth $7.54M as of Q2 2026.
  • Wealth Alliance Advisory Group bought 342 Eli Lilly shares in Q2 2026, an estimated $349K.
  • Eli Lilly made up 1.09% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #21 holding.
  • Wealth Alliance Advisory Group first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • 1,691 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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