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Wiser Wealth Management’s Eli Lilly LLY Stock Holding History

Wiser 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 		$630K Buy
525
+42
+9% +$42.9K 0.12% 40
2026
Q1 		$444K Buy
483
+30
+7% +$30.4K 0.1% 43
2025
Q4 		$487K Sell
453
-22
-5% -$21K 0.11% 41
2025
Q3 		$362K Buy
475
+163
+52% +$121K 0.08% 43
2025
Q2 		$243K Sell
312
-4
-1% -$3.11K 0.06% 46
2025
Q1 		$261K Buy
316
+22
+7% +$18.3K 0.07% 42
2024
Q4 		$227K Sell
294
-269
-48% -$223K 0.06% 44
2024
Q3 		$499K Buy
+563
New +$506K 0.14% 31

Other funds holding LLY

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
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
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Wiser Wealth Management increased its Eli Lilly (LLY) stake by 8.7% in Q2 2026, buying an estimated $42.9K and bringing the position to 525 shares worth $630K. The position accounts for 0.12% of the portfolio, ranked #40.

Wiser Wealth Management first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 1,075 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wiser Wealth Management held 525 shares of Eli Lilly worth $630K as of Q2 2026.
  • Wiser Wealth Management bought 42 Eli Lilly shares in Q2 2026, an estimated $42.9K.
  • Eli Lilly made up 0.12% of Wiser Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Wiser Wealth Management first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
  • 1,075 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.