Atwood & Palmer’s Eli Lilly LLY Stock Holding History

Atwood & Palmer’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	$681K	Buy	568 +38	+7%	+$38.8K	0.04%	108
2026 Q1	$487K	Sell	530 -15	-3%	-$15.2K	0.03%	118
2025 Q4	$586K	Buy	545 +1	+0.2%	+$956	0.03%	113
2025 Q3	$415K	Hold	544	–	–	0.02%	120
2025 Q2	$424K	Sell	544 -76	-12%	-$59.1K	0.03%	120
2025 Q1	$512K	Buy	620 +88	+17%	+$73.2K	0.04%	108
2024 Q4	$411K	Buy	532 +20	+4%	+$16.6K	0.03%	118
2024 Q3	$454K	Buy	512 +3	+0.6%	+$2.7K	0.03%	114
2024 Q2	$461K	Hold	509	–	–	0.03%	110
2024 Q1	$396K	Buy	509 +12	+2%	+$8.54K	0.03%	117
2023 Q4	$290K	Buy	497 +102	+26%	+$59.5K	0.02%	131
2023 Q3	$212K	Hold	395	–	–	0.02%	135
2023 Q2	$185K	Hold	395	–	–	0.02%	153
2023 Q1	$136K	Hold	395	–	–	0.01%	162
2022 Q4	$145K	Hold	395	–	–	0.01%	158
2022 Q3	$128K	Hold	395	–	–	0.01%	155
2022 Q2	$128K	Sell	395 -5	-1%	-$1.5K	0.01%	158
2022 Q1	$115K	Sell	400 -50	-11%	-$12.9K	0.01%	169
2021 Q4	$124K	Buy	450 +10	+2%	+$2.54K	0.01%	170
2021 Q3	$102K	Buy	440 +40	+10%	+$9.87K	0.01%	187
2021 Q2	$92K	Buy	400 +100	+33%	+$20.1K	0.01%	190
2021 Q1	$56K	Sell	300 -200	-40%	-$39.1K	0.01%	213
2020 Q4	$84K	Buy	500 +400	+400%	+$59.7K	0.01%	182
2020 Q3	$15K	Hold	100	–	–	﹤0.01%	247
2020 Q2	$16K	Hold	100	–	–	﹤0.01%	238
2020 Q1	$14K	Hold	100	–	–	﹤0.01%	239
2019 Q4	$13K	Sell	100 -534	-84%	-$61.9K	﹤0.01%	238
2019 Q3	$71K	Buy	634 +100	+19%	+$11.1K	0.01%	177
2019 Q2	$59K	Sell	534 -100	-16%	-$11.8K	0.01%	168
2019 Q1	$82K	Sell	634 -100	-14%	-$12.2K	0.01%	162
2018 Q4	$85K	Buy	734 +534	+267%	+$59.7K	0.01%	155
2018 Q3	$21K	Hold	200	–	–	﹤0.01%	228
2018 Q2	$17K	Hold	200	–	–	﹤0.01%	242
2018 Q1	$15K	Sell	200 -318	-61%	-$25.6K	﹤0.01%	241
2017 Q4	$44K	Hold	518	–	–	0.01%	186
2017 Q3	$44K	Hold	518	–	–	0.01%	187
2017 Q2	$43K	Hold	518	–	–	0.01%	191
2017 Q1	$44K	Hold	518	–	–	0.01%	184
2016 Q4	$38K	Hold	518	–	–	0.01%	185
2016 Q3	$42K	Hold	518	–	–	0.01%	179
2016 Q2	$41K	Hold	518	–	–	0.01%	180
2016 Q1	$37K	Sell	518 -600	-54%	-$45.4K	0.01%	194
2015 Q4	$94K	Hold	1,118	–	–	0.02%	165
2015 Q3	$94K	Hold	1,118	–	–	0.02%	155
2015 Q2	$93K	Hold	1,118	–	–	0.02%	165
2015 Q1	$81K	Sell	1,118 -741	-40%	-$52.8K	0.01%	164
2014 Q4	$129K	Hold	1,859	–	–	0.02%	154
2014 Q3	$121K	Sell	1,859 -141	-7%	-$8.93K	0.02%	155
2014 Q2	$124K	Buy	+2,000	New	+$119K	0.03%	146

Other funds holding LLY

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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) 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Atwood & Palmer's LLY Position: Q2 2026 in Review

Atwood & Palmer increased its Eli Lilly (LLY) stake by 7.2% in Q2 2026, buying an estimated $38.8K and bringing the position to 568 shares worth $681K. The position accounts for 0.04% of the portfolio, ranked #108.

Atwood & Palmer first reported a position in LLY in Q2 2014 and has held it in 49 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Atwood & Palmer held 568 shares of Eli Lilly worth $681K as of Q2 2026.
Atwood & Palmer bought 38 Eli Lilly shares in Q2 2026, an estimated $38.8K.
Eli Lilly made up 0.04% of Atwood & Palmer's portfolio in Q2 2026, its #108 holding.
Atwood & Palmer first reported a position in Eli Lilly in Q2 2014 and has held it in 49 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.