Badgley Phelps Wealth Managers
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Badgley Phelps Wealth Managers’s Eli Lilly LLY Stock Holding History

Badgley Phelps Wealth Managers’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
Q3 		$107M Sell
92,535
-108
-0.1% -$127K 1.85% 11
2026
Q2 		$111M Sell
92,643
-713
-0.8% -$728K 1.95% 12
2026
Q1 		$85.9M Sell
93,356
-10,160
-10% -$10.3M 1.71% 14
2025
Q4 		$111M Buy
103,516
+19,465
+23% +$18.6M 2.04% 11
2025
Q3 		$64.1M Sell
84,051
-1,290
-2% -$960K 1.35% 20
2025
Q2 		$66.5M Sell
85,341
-1,806
-2% -$1.4M 1.47% 16
2025
Q1 		$72M Sell
87,147
-3,109
-3% -$2.59M 1.74% 13
2024
Q4 		$69.7M Sell
90,256
-1,622
-2% -$1.34M 1.63% 13
2024
Q3 		$81.4M Sell
91,878
-1,020
-1% -$917K 1.89% 11
2024
Q2 		$84.1M Sell
92,898
-3,734
-4% -$2.99M 2.08% 10
2024
Q1 		$75.2M Sell
96,632
-2,685
-3% -$1.91M 1.88% 10
2023
Q4 		$57.9M Buy
99,317
+10,606
+12% +$6.19M 1.58% 12
2023
Q3 		$47.6M Sell
88,711
-1,906
-2% -$982K 1.62% 11
2023
Q2 		$42.5M Sell
90,617
-1,255
-1% -$526K 1.4% 16
2023
Q1 		$31.6M Buy
91,872
+2,537
+3% +$856K 1.16% 23
2022
Q4 		$32.7M Sell
89,335
-313
-0.3% -$111K 1.31% 19
2022
Q3 		$29M Buy
89,648
+2,170
+2% +$688K 1.24% 20
2022
Q2 		$28.4M Sell
87,478
-1,355
-2% -$407K 1.17% 20
2022
Q1 		$25.4M Sell
88,833
-4,232
-5% -$1.09M 0.89% 33
2021
Q4 		$25.7M Sell
93,065
-452
-0.5% -$115K 0.84% 38
2021
Q3 		$21.6M Buy
+93,517
New +$23.1M 0.78% 41

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Badgley Phelps Wealth Managers's LLY Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its Eli Lilly (LLY) stake by 0.12% in Q3 2026, selling an estimated $127K and leaving 92,535 shares worth $107M. The position accounts for 1.85% of the portfolio, ranked #11.

Badgley Phelps Wealth Managers first reported a position in LLY in Q3 2021 and has held it in 21 quarters since. The position peaked at $111M in Q4 2025. 2,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Badgley Phelps Wealth Managers held 92,535 shares of Eli Lilly worth $107M as of Q3 2026.
  • Badgley Phelps Wealth Managers sold 108 Eli Lilly shares in Q3 2026, an estimated $127K.
  • Eli Lilly made up 1.85% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #11 holding.
  • Badgley Phelps Wealth Managers first reported a position in Eli Lilly in Q3 2021 and has held it in 21 quarters since.
  • Badgley Phelps Wealth Managers's Eli Lilly position peaked at $111M in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.