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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
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 $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Badgley Phelps Wealth Managers's LLY Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Eli Lilly (LLY) stake by 0.76% in Q2 2026, selling an estimated $728K and leaving 92,643 shares worth $111M. The position accounts for 1.95% of the portfolio, ranked #12.

Badgley Phelps Wealth Managers first reported a position in LLY in Q3 2021 and has held it in 20 quarters since. The position peaked at $111M in Q4 2025. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Badgley Phelps Wealth Managers held 92,643 shares of Eli Lilly worth $111M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 713 Eli Lilly shares in Q2 2026, an estimated $728K.
  • Eli Lilly made up 1.95% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #12 holding.
  • Badgley Phelps Wealth Managers first reported a position in Eli Lilly in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's Eli Lilly position peaked at $111M in Q4 2025.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.