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Baker Tilly Wealth Management’s Eli Lilly LLY Stock Holding History

Baker Tilly Wealth Management’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 		$1.96M Buy
1,636
+238
+17% +$243K 0.42% 50
2026
Q1 		$1.29M Sell
1,398
-90
-6% -$91.2K 0.31% 60
2025
Q4 		$1.6M Sell
1,488
-3
-0.2% -$2.87K 0.39% 46
2025
Q3 		$1.14M Buy
1,491
+29
+2% +$21.6K 0.26% 68
2025
Q2 		$1.14M Buy
1,462
+15
+1% +$11.7K 0.41% 49
2025
Q1 		$1.2M Buy
1,447
+80
+6% +$66.6K 0.47% 46
2024
Q4 		$1.06M Buy
1,367
+236
+21% +$195K 0.41% 48
2024
Q3 		$1M Sell
1,131
-275
-20% -$247K 0.44% 53
2024
Q2 		$1.27M Sell
1,406
-2,217
-61% -$1.77M 0.52% 34
2024
Q1 		$2.82M Sell
3,623
-517
-12% -$368K 0.51% 43
2023
Q4 		$2.41M Sell
4,140
-39
-0.9% -$22.8K 0.4% 52
2023
Q3 		$2.24M Sell
4,179
-102
-2% -$52.6K 0.37% 57
2023
Q2 		$2.01M Sell
4,281
-250
-6% -$105K 0.21% 100
2023
Q1 		$1.56M Buy
4,531
+1,490
+49% +$503K 0.17% 127
2022
Q4 		$1.11M Sell
3,041
-102
-3% -$36.2K 0.14% 170
2022
Q3 		$1.02M Sell
3,143
-931
-23% -$295K 0.14% 158
2022
Q2 		$1.32M Sell
4,074
-2
-0% -$600 0.17% 127
2022
Q1 		$1.17M Sell
4,076
-502
-11% -$129K 0.13% 164
2021
Q4 		$1.26M Buy
4,578
+116
+3% +$29.4K 0.14% 158
2021
Q3 		$1.03M Buy
4,462
+2
+0% +$494 0.14% 158
2021
Q2 		$1.02M Buy
4,460
+44
+1% +$8.84K 0.17% 140
2021
Q1 		$825K Sell
4,416
-227
-5% -$44.4K 0.17% 152
2020
Q4 		$784K Buy
+4,643
New +$693K 0.24% 103

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

Baker Tilly Wealth Management's LLY Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Eli Lilly (LLY) stake by 17% in Q2 2026, buying an estimated $243K and bringing the position to 1,636 shares worth $1.96M. The position accounts for 0.42% of the portfolio, ranked #50.

Baker Tilly Wealth Management first reported a position in LLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.82M in Q1 2024. 1,844 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Baker Tilly Wealth Management held 1,636 shares of Eli Lilly worth $1.96M as of Q2 2026.
  • Baker Tilly Wealth Management bought 238 Eli Lilly shares in Q2 2026, an estimated $243K.
  • Eli Lilly made up 0.42% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Baker Tilly Wealth Management first reported a position in Eli Lilly in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Eli Lilly position peaked at $2.82M in Q1 2024.
  • 1,844 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.