Barlow Wealth Partners’s Eli Lilly LLY Stock Holding History

Barlow 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	$1.76M	Hold	1,448	–	–	0.19%	45
2026 Q1	$1.34M	Buy	1,448 +13	+0.9%	+$13.2K	0.15%	45
2025 Q4	$1.53M	Buy	1,435 +95	+7%	+$90.8K	0.16%	46
2025 Q3	$1.09M	Buy	1,340 +391	+41%	+$291K	0.12%	56
2025 Q2	$740K	Sell	949 -20,416	-96%	-$15.9M	0.09%	65
2025 Q1	$18.9M	Buy	21,365 +20,279	+1,867%	+$16.9M	2.48%	16
2024 Q4	$811K	Sell	1,086 -945	-47%	-$782K	0.1%	65
2024 Q3	$1.82M	Hold	2,031	–	–	0.24%	51
2024 Q2	$1.75M	Hold	2,031	–	–	0.24%	51
2024 Q1	$1.53M	Hold	2,031	–	–	0.21%	59
2023 Q4	$1.18M	Buy	+2,031	New	+$1.19M	0.17%	64

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

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

Barlow Wealth Partners held its Eli Lilly (LLY) position steady in Q2 2026 at 1,448 shares worth $1.76M. The position accounts for 0.19% of the portfolio, ranked #45.

Barlow Wealth Partners first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.9M in Q1 2025. 1,842 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Barlow Wealth Partners held 1,448 shares of Eli Lilly worth $1.76M as of Q2 2026.
Barlow Wealth Partners left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.19% of Barlow Wealth Partners's portfolio in Q2 2026, its #45 holding.
Barlow Wealth Partners first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's Eli Lilly position peaked at $18.9M in Q1 2025.
1,842 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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