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Amplius Wealth Advisors’s Eli Lilly LLY Stock Holding History

Amplius Wealth Advisors’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 		$1.51M Buy
1,260
+261
+26% +$267K 0.11% 66
2026
Q1 		$919K Sell
999
-28
-3% -$28.4K 0.08% 75
2025
Q4 		$1.1M Buy
1,027
+34
+3% +$32.5K 0.09% 68
2025
Q3 		$758K Sell
993
-431
-30% -$321K 0.07% 85
2025
Q2 		$1.11M Sell
1,424
-122
-8% -$94.8K 0.1% 76
2025
Q1 		$1.28M Buy
1,546
+20
+1% +$16.6K 0.13% 66
2024
Q4 		$1.18M Buy
1,526
+61
+4% +$50.5K 0.12% 68
2024
Q3 		$1.3M Sell
1,465
-7
-0.5% -$6.29K 0.14% 64
2024
Q2 		$1.33M Sell
1,472
-27
-2% -$21.6K 0.15% 66
2024
Q1 		$1.17M Sell
1,499
-67
-4% -$47.7K 0.13% 68
2023
Q4 		$913K Buy
1,566
+1
+0.1% +$584 0.11% 66
2023
Q3 		$841K Buy
1,565
+322
+26% +$166K 0.11% 69
2023
Q2 		$583K Buy
1,243
+124
+11% +$52K 0.08% 88
2023
Q1 		$384K Buy
1,119
+554
+98% +$187K 0.06% 114
2022
Q4 		$207K Buy
+565
New +$200K 0.03% 152
2022
Q1 		– Sell
-654
Closed -$180K – 578
2021
Q4 		$180K Buy
+654
New +$166K 0.02% 194

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

Amplius Wealth Advisors's LLY Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Eli Lilly (LLY) stake by 26% in Q2 2026, buying an estimated $267K and bringing the position to 1,260 shares worth $1.51M. The position accounts for 0.11% of the portfolio, ranked #66.

Amplius Wealth Advisors first reported a position in LLY in Q4 2021 and has held it in 16 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Amplius Wealth Advisors held 1,260 shares of Eli Lilly worth $1.51M as of Q2 2026.
  • Amplius Wealth Advisors bought 261 Eli Lilly shares in Q2 2026, an estimated $267K.
  • Eli Lilly made up 0.11% of Amplius Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Amplius Wealth Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 16 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.