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B. Riley Wealth Advisors’s Eli Lilly LLY Stock Holding History

B. Riley 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 		$27.4M Buy
22,302
+208
+0.9% +$213K 1.47% 8
2026
Q1 		$19.6M Sell
22,094
-3,093
-12% -$3.14M 1.24% 10
2025
Q4 		$27.1M Sell
25,187
-2,217
-8% -$2.12M 1.25% 12
2025
Q3 		$20.9M Buy
27,404
+949
+4% +$706K 0.97% 15
2025
Q2 		$20.6M Buy
+26,455
New +$20.6M 0.97% 15
2024
Q4 		$26.1M Sell
33,816
-3,491
-9% -$2.89M 0.86% 13
2024
Q3 		$33M Sell
37,307
-923
-2% -$830K 0.92% 12
2024
Q2 		$34.6M Sell
38,230
-4,848
-11% -$3.88M 0.88% 12
2024
Q1 		$23.1M Buy
43,078
+2,973
+7% +$2.12M 0.63% 28
2023
Q4 		$23.4M Sell
40,105
-2,973
-7% -$1.74M 0.63% 23
2023
Q3 		$23.1M Buy
43,078
+936
+2% +$482K 0.63% 28
2023
Q2 		$19.8M Sell
42,142
-3,558
-8% -$1.49M 0.44% 46
2023
Q1 		$15.7M Buy
45,700
+6,027
+15% +$2.03M 0.42% 47
2022
Q4 		$14.5M Buy
39,673
+4,083
+11% +$1.45M 0.41% 50
2022
Q3 		$11.5M Buy
35,590
+13,203
+59% +$4.18M 0.35% 62
2022
Q2 		$7.26M Buy
22,387
+1,419
+7% +$426K 0.31% 73
2022
Q1 		$6M Sell
20,968
-2,532
-11% -$652K 0.2% 111
2021
Q4 		$6.49M Buy
23,500
+405
+2% +$103K 0.19% 112
2021
Q3 		$5.34M Sell
23,095
-239
-1% -$59K 0.17% 131
2021
Q2 		$5.34M Sell
23,334
-12,758
-35% -$2.56M 0.17% 139
2021
Q1 		$6.74M Buy
36,092
+18,676
+107% +$3.65M 0.24% 95
2020
Q4 		$2.94M Sell
17,416
-11,030
-39% -$1.65M 0.16% 147
2020
Q3 		$4.39M Buy
28,446
+13,196
+87% +$2.04M 0.23% 98
2020
Q2 		$2.5M Sell
15,250
-861
-5% -$132K 0.17% 140
2020
Q1 		$2.24M Sell
16,111
-394
-2% -$54.1K 0.19% 126
2019
Q4 		$2.17M Buy
16,505
+2,275
+16% +$264K 0.18% 125
2019
Q3 		$1.59M Buy
14,230
+1,398
+11% +$156K 0.16% 153
2019
Q2 		$1.43M Sell
12,832
-585
-4% -$68.9K 0.16% 140
2019
Q1 		$1.74M Buy
13,417
+172
+1% +$20.9K 0.22% 100
2018
Q4 		$1.53M Buy
13,245
+1,517
+13% +$169K 0.22% 108
2018
Q3 		$1.26M Sell
11,728
-360
-3% -$36K 0.15% 152
2018
Q2 		$1.03M Buy
12,088
+24
+0.2% +$1.97K 0.14% 176
2018
Q1 		$935K Sell
12,064
-10,825
-47% -$871K 0.13% 180
2017
Q4 		$1.94M Sell
22,889
-1,181
-5% -$100K 0.26% 105
2017
Q3 		$2.06M Sell
24,070
-490
-2% -$40.2K 0.34% 79
2017
Q2 		$2.02M Sell
24,560
-1,500
-6% -$122K 0.37% 67
2017
Q1 		$2.19M Sell
26,060
-765
-3% -$61.3K 0.44% 54
2016
Q4 		$1.97M Sell
26,825
-5,002
-16% -$373K 0.4% 61
2016
Q3 		$1.49M Sell
31,827
-233
-0.7% -$18.6K 0.29% 81
2016
Q2 		$1.48M Sell
32,060
-319
-1% -$24K 0.3% 80
2016
Q1 		$1.37M Buy
32,379
+2,774
+9% +$210K 0.32% 75
2015
Q4 		$2.5M Buy
29,605
+11,281
+62% +$936K 0.51% 43
2015
Q3 		$1.53M Buy
18,324
+245
+1% +$20.7K 0.37% 61
2015
Q2 		$1.51M Sell
18,079
-60
-0.3% -$4.57K 0.38% 56
2015
Q1 		$1.32M Sell
18,139
-16,385
-47% -$1.17M 0.32% 77
2014
Q4 		$12.8K Buy
34,524
+11,585
+51% +$782K 0.27% 68
2014
Q3 		$1.49M Sell
22,939
-20,259
-47% -$1.28M 0.39% 53
2014
Q2 		$1.4M Buy
43,198
+21,892
+103% +$1.31M 0.33% 53
2014
Q1 		$1.25M Sell
21,306
-5,098
-19% -$285K 0.38% 53
2013
Q4 		$1.35M Sell
26,404
-6,695
-20% -$335K 0.43% 45
2013
Q3 		$1.67M Buy
33,099
+3,212
+11% +$168K 0.57% 29
2013
Q2 		$1.47M Buy
+29,887
New +$1.63M 0.5% 36

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

B. Riley Wealth Advisors's LLY Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Eli Lilly (LLY) stake by 0.94% in Q2 2026, buying an estimated $213K and bringing the position to 22,302 shares worth $27.4M. The position accounts for 1.47% of the portfolio, ranked #8.

B. Riley Wealth Advisors first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $34.6M in Q2 2024. 1,616 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • B. Riley Wealth Advisors held 22,302 shares of Eli Lilly worth $27.4M as of Q2 2026.
  • B. Riley Wealth Advisors bought 208 Eli Lilly shares in Q2 2026, an estimated $213K.
  • Eli Lilly made up 1.47% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • B. Riley Wealth Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Eli Lilly position peaked at $34.6M in Q2 2024.
  • 1,616 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.