Artemis Wealth Advisors’s Eli Lilly LLY Stock Holding History

Artemis 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	$534K	Sell	445 -22	-5%	-$22.5K	0.06%	46
2026 Q1	$430K	Buy	467 +22	+5%	+$22.3K	0.06%	37
2025 Q4	$478K	Buy	445 +181	+69%	+$173K	0.07%	32
2025 Q3	$201K	Hold	264	–	–	0.02%	38
2025 Q2	$206K	Buy	+264	New	+$205K	0.02%	34
2024 Q3	–	Sell	-8,000	Closed	-$7.24M	–	34
2024 Q2	$7.24M	Hold	8,000	–	–	0.68%	9
2024 Q1	$6.22M	Buy	+8,000	New	+$5.69M	0.63%	10
2020 Q1	–	Sell	-1,002	Closed	-$132K	–	104
2019 Q4	$132K	Buy	+1,002	New	+$116K	0.05%	14

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Artemis Wealth Advisors reduced its Eli Lilly (LLY) stake by 4.7% in Q2 2026, selling an estimated $22.5K and leaving 445 shares worth $534K. The position accounts for 0.06% of the portfolio, ranked #46.

Artemis Wealth Advisors first reported a position in LLY in Q4 2019 and has held it in 8 quarters since. The position peaked at $7.24M in Q2 2024. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Artemis Wealth Advisors held 445 shares of Eli Lilly worth $534K as of Q2 2026.
Artemis Wealth Advisors sold 22 Eli Lilly shares in Q2 2026, an estimated $22.5K.
Eli Lilly made up 0.06% of Artemis Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Artemis Wealth Advisors first reported a position in Eli Lilly in Q4 2019 and has held it in 8 quarters since.
Artemis Wealth Advisors's Eli Lilly position peaked at $7.24M in Q2 2024.
4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Artemis Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.