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Wealthquest’s Eli Lilly LLY Stock Holding History

Wealthquest’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 		$7.87M Buy
6,563
+1,044
+19% +$1.07M 0.5% 22
2026
Q1 		$5.08M Buy
5,519
+78
+1% +$79.1K 0.36% 23
2025
Q4 		$5.85M Buy
+5,441
New +$5.2M 0.44% 23
2025
Q3 		– Sell
-5,258
Closed -$4.1M – 95
2025
Q2 		$4.1M Buy
5,258
+16
+0.3% +$12.4K 0.32% 22
2025
Q1 		$4.33M Sell
5,242
-36
-0.7% -$30K 0.36% 21
2024
Q4 		$4.07M Buy
5,278
+22
+0.4% +$18.2K 0.33% 25
2024
Q3 		$4.65M Buy
5,256
+65
+1% +$58.4K 0.41% 24
2024
Q2 		$4.7M Sell
5,191
-75
-1% -$60K 0.5% 23
2024
Q1 		$4.1M Hold
5,266
– – 0.44% 25
2023
Q4 		$3.07M Sell
5,266
-18
-0.3% -$10.5K 0.34% 31
2023
Q3 		$2.84M Buy
5,284
+426
+9% +$220K 0.35% 30
2023
Q2 		$2.28M Sell
4,858
-18
-0.4% -$7.55K 0.27% 32
2023
Q1 		$1.67M Hold
4,876
– – 0.22% 38
2022
Q4 		$1.78M Sell
4,876
-375
-7% -$133K 0.23% 39
2022
Q3 		$1.7M Buy
5,251
+18
+0.3% +$5.7K 0.24% 41
2022
Q2 		$1.7M Hold
5,233
– – 0.26% 43
2022
Q1 		$1.45M Hold
5,233
– – 0.22% 45
2021
Q4 		$1.45M Sell
5,233
-195
-4% -$49.4K 0.22% 45
2021
Q3 		$1.25M Sell
5,428
-9
-0.2% -$2.22K 0.21% 43
2021
Q2 		$1.25M Hold
5,437
– – 0.21% 43
2021
Q1 		$1.01M Sell
5,437
-7
-0.1% -$1.37K 0.19% 51
2020
Q4 		$919K Sell
5,444
-380
-7% -$56.7K 0.2% 48
2020
Q3 		$862K Hold
5,824
– – 0.21% 44
2020
Q2 		$956K Buy
+5,824
New +$894K 0.24% 44
2019
Q4 		$799K Hold
6,081
– – 0.23% 66
2019
Q3 		$680K Hold
6,081
– – 0.23% 67
2019
Q2 		$673K Sell
6,081
-226
-4% -$26.6K 0.25% 66
2019
Q1 		$818K Buy
6,307
+94
+2% +$11.4K 0.31% 58
2018
Q4 		$719K Buy
+6,213
New +$694K 0.29% 63

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

Wealthquest's LLY Position: Q2 2026 in Review

Wealthquest increased its Eli Lilly (LLY) stake by 19% in Q2 2026, buying an estimated $1.07M and bringing the position to 6,563 shares worth $7.87M. The position accounts for 0.5% of the portfolio, ranked #22.

Wealthquest first reported a position in LLY in Q4 2018 and has held it in 29 quarters since. 1,616 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wealthquest held 6,563 shares of Eli Lilly worth $7.87M as of Q2 2026.
  • Wealthquest bought 1,044 Eli Lilly shares in Q2 2026, an estimated $1.07M.
  • Eli Lilly made up 0.5% of Wealthquest's portfolio in Q2 2026, its #22 holding.
  • Wealthquest first reported a position in Eli Lilly in Q4 2018 and has held it in 29 quarters since.
  • 1,616 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.