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Atticus Wealth Management’s Eli Lilly LLY Stock Holding History

Atticus 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 		$2M Buy
1,664
+9
+0.5% +$9.2K 0.48% 43
2026
Q1 		$1.52M Sell
1,655
-17
-1% -$17.2K 0.41% 44
2025
Q4 		$1.8M Sell
1,672
-4
-0.2% -$3.83K 0.44% 41
2025
Q3 		$1.28M Sell
1,676
-31
-2% -$23.1K 0.32% 50
2025
Q2 		$1.33M Buy
1,707
+58
+4% +$45.1K 0.36% 42
2025
Q1 		$1.36M Buy
1,649
+59
+4% +$49.1K 0.44% 37
2024
Q4 		$1.23M Sell
1,590
-24
-1% -$19.9K 0.38% 37
2024
Q3 		$1.43M Buy
1,614
+16
+1% +$14.4K 0.46% 35
2024
Q2 		$1.45M Sell
1,598
-60
-4% -$48K 0.47% 33
2024
Q1 		$1.29M Sell
1,658
-49
-3% -$34.9K 0.42% 34
2023
Q4 		$995K Sell
1,707
-135
-7% -$78.8K 0.35% 40
2023
Q3 		$989K Hold
1,842
– – 0.38% 38
2023
Q2 		$864K Buy
1,842
+32
+2% +$13.4K 0.32% 44
2023
Q1 		$622K Sell
1,810
-160
-8% -$54K 0.24% 65
2022
Q4 		$721K Sell
1,970
-21
-1% -$7.45K 0.3% 61
2022
Q3 		$645K Hold
1,991
– – 0.31% 46
2022
Q2 		$645K Buy
1,991
+97
+5% +$29.1K 0.27% 58
2022
Q1 		$543K Buy
1,894
+15
+0.8% +$3.86K 0.2% 79
2021
Q4 		$519K Buy
1,879
+1
+0.1% +$254 0.2% 68
2021
Q3 		$434K Sell
1,878
-66
-3% -$16.3K 0.19% 64
2021
Q2 		$446K Sell
1,944
-199
-9% -$40K 0.19% 69
2021
Q1 		$400K Sell
2,143
-147
-6% -$28.8K 0.19% 72
2020
Q4 		$387K Buy
2,290
+1
+0% +$149 0.19% 68
2020
Q3 		$339K Buy
2,289
+1
+0% +$155 0.2% 64
2020
Q2 		$376K Buy
2,288
+1
+0% +$153 0.25% 61
2020
Q1 		$317K Hold
2,287
– – 0.26% 60
2019
Q4 		$301K Buy
+2,287
New +$265K 0.19% 67

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

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

Atticus Wealth Management increased its Eli Lilly (LLY) stake by 0.54% in Q2 2026, buying an estimated $9.2K and bringing the position to 1,664 shares worth $2M. The position accounts for 0.48% of the portfolio, ranked #43.

Atticus Wealth Management first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. 1,844 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Atticus Wealth Management held 1,664 shares of Eli Lilly worth $2M as of Q2 2026.
  • Atticus Wealth Management bought 9 Eli Lilly shares in Q2 2026, an estimated $9.2K.
  • Eli Lilly made up 0.48% of Atticus Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Atticus Wealth Management first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • 1,844 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.