Wealth Group’s Eli Lilly LLY Stock Holding History

Wealth 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	$6.23M	Buy	5,192 +3,548	+216%	+$3.63M	1.55%	13
2026 Q1	$1.51M	Buy	1,644 +415	+34%	+$421K	1.41%	18
2025 Q4	$1.32M	Buy	+1,229	New	+$1.18M	1.29%	20
2025 Q2	$824K	Sell	1,057 -858	-45%	-$667K	0.82%	31
2025 Q1	$1.58M	Buy	1,915 +410	+27%	+$341K	1.03%	25
2024 Q4	$1.16M	Sell	1,505 -43	-3%	-$35.6K	0.75%	32
2024 Q3	$1.37M	Buy	1,548 +102	+7%	+$91.7K	0.92%	25
2024 Q2	$1.31M	Buy	1,446 +141	+11%	+$113K	0.94%	25
2024 Q1	$1.01M	Buy	+1,305	New	+$929K	0.77%	37

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

Wealth Group's LLY Position: Q2 2026 in Review

Wealth Group increased its Eli Lilly (LLY) stake by 216% in Q2 2026, buying an estimated $3.63M and bringing the position to 5,192 shares worth $6.23M. The position accounts for 1.55% of the portfolio, ranked #13.

Wealth Group first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Wealth Group held 5,192 shares of Eli Lilly worth $6.23M as of Q2 2026.
Wealth Group bought 3,548 Eli Lilly shares in Q2 2026, an estimated $3.63M.
Eli Lilly made up 1.55% of Wealth Group's portfolio in Q2 2026, its #13 holding.
Wealth Group first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.