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Appleton Partners’s Eli Lilly LLY Stock Holding History

Appleton Partners’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 		$23.6M Buy
19,717
+625
+3% +$639K 1.45% 15
2026
Q1 		$17.6M Buy
19,092
+957
+5% +$970K 1.22% 21
2025
Q4 		$19.5M Sell
18,135
-69
-0.4% -$66K 1.28% 18
2025
Q3 		$13.9M Buy
18,204
+13,579
+294% +$10.1M 0.93% 30
2025
Q2 		$3.6M Sell
4,625
-62
-1% -$48.2K 0.26% 87
2025
Q1 		$3.87M Sell
4,687
-162
-3% -$135K 0.3% 81
2024
Q4 		$3.74M Sell
4,849
-39
-0.8% -$32.3K 0.28% 83
2024
Q3 		$4.33M Sell
4,888
-58
-1% -$52.1K 0.32% 83
2024
Q2 		$4.48M Sell
4,946
-127
-3% -$102K 0.34% 80
2024
Q1 		$3.95M Sell
5,073
-296
-6% -$211K 0.31% 86
2023
Q4 		$3.13M Sell
5,369
-105
-2% -$61.3K 0.25% 90
2023
Q3 		$2.94M Sell
5,474
-522
-9% -$269K 0.26% 89
2023
Q2 		$2.81M Sell
5,996
-70
-1% -$29.4K 0.24% 92
2023
Q1 		$2.08M Sell
6,066
-151
-2% -$50.9K 0.19% 108
2022
Q4 		$2.27M Sell
6,217
-301
-5% -$107K 0.22% 100
2022
Q3 		$2.11M Sell
6,518
-100
-2% -$31.7K 0.21% 101
2022
Q2 		$2.15M Buy
6,618
+127
+2% +$38.1K 0.2% 101
2022
Q1 		$1.86M Sell
6,491
-145
-2% -$37.3K 0.15% 122
2021
Q4 		$1.83M Sell
6,636
-75
-1% -$19K 0.14% 127
2021
Q3 		$1.55M Sell
6,711
-235
-3% -$58K 0.13% 134
2021
Q2 		$1.59M Buy
6,946
+720
+12% +$145K 0.14% 132
2021
Q1 		$1.16M Sell
6,226
-10
-0.2% -$1.96K 0.11% 141
2020
Q4 		$1.05M Buy
6,236
+160
+3% +$23.9K 0.1% 139
2020
Q3 		$899K Sell
6,076
-150
-2% -$23.2K 0.1% 144
2020
Q2 		$1.02M Sell
6,226
-200
-3% -$30.7K 0.12% 132
2020
Q1 		$891K Buy
6,426
+1,620
+34% +$223K 0.12% 137
2019
Q4 		$632K Sell
4,806
-518
-10% -$60K 0.07% 173
2019
Q3 		$595K Hold
5,324
– – 0.07% 173
2019
Q2 		$590K Buy
5,324
+230
+5% +$27.1K 0.07% 171
2019
Q1 		$661K Sell
5,094
-145
-3% -$17.6K 0.09% 161
2018
Q4 		$606K Sell
5,239
-397
-7% -$44.3K 0.09% 160
2018
Q3 		$605K Sell
5,636
-447
-7% -$44.7K 0.08% 174
2018
Q2 		$519K Sell
6,083
-878
-13% -$72.1K 0.07% 182
2018
Q1 		$539K Buy
6,961
+65
+0.9% +$5.23K 0.08% 179
2017
Q4 		$582K Buy
6,896
+135
+2% +$11.5K 0.09% 169
2017
Q3 		$578K Sell
6,761
-240
-3% -$19.7K 0.1% 157
2017
Q2 		$576K Buy
7,001
+325
+5% +$26.5K 0.1% 162
2017
Q1 		$562K Sell
6,676
-1,575
-19% -$126K 0.1% 155
2016
Q4 		$607K Sell
8,251
-651
-7% -$48.5K 0.12% 140
2016
Q3 		$714K Sell
8,902
-1,053
-11% -$84.3K 0.13% 137
2016
Q2 		$784K Sell
9,955
-520
-5% -$39.1K 0.16% 116
2016
Q1 		$754K Buy
10,475
+2,205
+27% +$167K 0.15% 115
2015
Q4 		$697K Buy
8,270
+1,785
+28% +$148K 0.14% 121
2015
Q3 		$543K Buy
6,485
+1,166
+22% +$98.4K 0.12% 123
2015
Q2 		$444K Buy
5,319
+515
+11% +$39.2K 0.1% 134
2015
Q1 		$349K Buy
4,804
+970
+25% +$69.1K 0.08% 146
2014
Q4 		$265K Buy
+3,834
New +$259K 0.06% 157

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

Appleton Partners's LLY Position: Q2 2026 in Review

Appleton Partners increased its Eli Lilly (LLY) stake by 3.3% in Q2 2026, buying an estimated $639K and bringing the position to 19,717 shares worth $23.6M. The position accounts for 1.45% of the portfolio, ranked #15.

Appleton Partners first reported a position in LLY in Q4 2014 and has held it in 47 quarters since. 1,124 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Appleton Partners held 19,717 shares of Eli Lilly worth $23.6M as of Q2 2026.
  • Appleton Partners bought 625 Eli Lilly shares in Q2 2026, an estimated $639K.
  • Eli Lilly made up 1.45% of Appleton Partners's portfolio in Q2 2026, its #15 holding.
  • Appleton Partners first reported a position in Eli Lilly in Q4 2014 and has held it in 47 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.