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Baldwin Wealth Partners’s Eli Lilly LLY Stock Holding History

Baldwin Wealth Partners’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 		$1.87M Sell
1,561
-3
-0.2% -$3.06K 0.12% 88
2026
Q1 		$1.44M Sell
1,564
-747
-32% -$757K 0.1% 93
2025
Q4 		$2.48M Buy
2,311
+34
+1% +$32.5K 0.16% 78
2025
Q3 		$1.74M Hold
2,277
– – 0.11% 91
2025
Q2 		$1.77M Hold
2,277
– – 0.12% 84
2025
Q1 		$1.88M Buy
2,277
+12
+0.5% +$9.98K 0.13% 80
2024
Q4 		$1.75M Buy
2,265
+154
+7% +$128K 0.12% 86
2024
Q3 		$1.87M Buy
2,111
+846
+67% +$761K 0.13% 91
2024
Q2 		$1.15M Buy
1,265
+14
+1% +$11.2K 0.09% 96
2024
Q1 		$973K Sell
1,251
-21
-2% -$14.9K 0.07% 109
2023
Q4 		$741K Hold
1,272
– – 0.06% 117
2023
Q3 		$683K Hold
1,272
– – 0.06% 124
2023
Q2 		$597K Sell
1,272
-25
-2% -$10.5K 0.05% 141
2023
Q1 		$445K Sell
1,297
-40
-3% -$13.5K 0.04% 169
2022
Q4 		$489K Buy
1,337
+444
+50% +$157K 0.04% 160
2022
Q3 		$289K Hold
893
– – 0.04% 145
2022
Q2 		$290K Hold
893
– – 0.04% 151
2022
Q1 		$256K Hold
893
– – 0.03% 183
2021
Q4 		$247K Buy
893
+75
+9% +$19K 0.02% 189
2021
Q3 		$189K Sell
818
-132
-14% -$32.6K 0.02% 203
2021
Q2 		$218K Sell
950
-43
-4% -$8.64K 0.02% 191
2021
Q1 		$186K Hold
993
– – 0.02% 188
2020
Q4 		$168K Hold
993
– – 0.02% 191
2020
Q3 		$147K Hold
993
– – 0.02% 185
2020
Q2 		$163K Hold
993
– – 0.02% 166
2020
Q1 		$138K Sell
993
-407
-29% -$55.9K 0.02% 175
2019
Q4 		$184K Hold
1,400
– – 0.03% 186
2019
Q3 		$157K Hold
1,400
– – 0.02% 190
2019
Q2 		$155K Hold
1,400
– – 0.02% 214
2019
Q1 		$182K Buy
+1,400
New +$170K 0.03% 207
2018
Q2 		– Sell
-3,432
Closed -$266K – 518
2018
Q1 		$266K Hold
3,432
– – 0.04% 173
2017
Q4 		$290K Hold
3,432
– – 0.05% 168
2017
Q3 		$294K Hold
3,432
– – 0.05% 163
2017
Q2 		$282K Hold
3,432
– – 0.05% 167
2017
Q1 		$289K Sell
3,432
-278
-7% -$22.3K 0.05% 162
2016
Q4 		$273K Sell
3,710
-7,900
-68% -$588K 0.05% 160
2016
Q3 		$932K Buy
11,610
+278
+2% +$22.3K 0.17% 78
2016
Q2 		$892K Sell
11,332
-125
-1% -$9.41K 0.18% 78
2016
Q1 		$825K Hold
11,457
– – 0.15% 117
2015
Q4 		$965K Sell
11,457
-2,800
-20% -$232K 0.16% 123
2015
Q3 		$1.19M Hold
14,257
– – 0.2% 105
2015
Q2 		$1.19M Hold
14,257
– – 0.18% 118
2015
Q1 		$1.04M Hold
14,257
– – 0.15% 127
2014
Q4 		$984K Sell
14,257
-100
-0.7% -$6.75K 0.14% 135
2014
Q3 		$931K Buy
+14,357
New +$909K 0.13% 144

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Baldwin Wealth Partners's LLY Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Eli Lilly (LLY) stake by 0.19% in Q2 2026, selling an estimated $3.06K and leaving 1,561 shares worth $1.87M. The position accounts for 0.12% of the portfolio, ranked #88.

Baldwin Wealth Partners first reported a position in LLY in Q3 2014 and has held it in 45 quarters since. The position peaked at $2.48M in Q4 2025. 2,157 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Baldwin Wealth Partners held 1,561 shares of Eli Lilly worth $1.87M as of Q2 2026.
  • Baldwin Wealth Partners sold 3 Eli Lilly shares in Q2 2026, an estimated $3.06K.
  • Eli Lilly made up 0.12% of Baldwin Wealth Partners's portfolio in Q2 2026, its #88 holding.
  • Baldwin Wealth Partners first reported a position in Eli Lilly in Q3 2014 and has held it in 45 quarters since.
  • Baldwin Wealth Partners's Eli Lilly position peaked at $2.48M in Q4 2025.
  • 2,157 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.