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	$3.84M	Sell	3,120 -316,880	-99%	-$324M	0.21%	110
2026 Q1	$2.84M	Buy	320,000 +316,685	+9,553%	+$321M	0.18%	126
2025 Q4	$3.56M	Sell	3,315 -328,185	-99%	-$314M	0.16%	138
2025 Q3	$2.53M	Buy	331,500 +328,185	+9,900%	+$244M	0.12%	170
2025 Q2	$2.58M	Buy	+3,315	New	+$2.58M	0.12%	171

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

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. 1,672 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.
1,672 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.