Baron Wealth Management’s Eli Lilly LLY Stock Holding History

Baron 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	$1.13M	Buy	941 +42	+5%	+$42.9K	0.29%	41
2026 Q1	$827K	Buy	899 +61	+7%	+$61.8K	0.25%	54
2025 Q4	$901K	Buy	838 +170	+25%	+$163K	0.28%	48
2025 Q3	$510K	Buy	668 +26	+4%	+$19.3K	0.17%	86
2025 Q2	$501K	Buy	642 +15	+2%	+$11.7K	0.18%	80
2025 Q1	$518K	Buy	627 +87	+16%	+$72.4K	0.23%	72
2024 Q4	$417K	Sell	540 -10	-2%	-$8.28K	0.2%	79
2024 Q3	$487K	Buy	550 +133	+32%	+$120K	0.23%	65
2024 Q2	$377K	Sell	417 -28	-6%	-$22.4K	0.2%	79
2024 Q1	$346K	Buy	445 +38	+9%	+$27K	0.18%	96
2023 Q4	$237K	Buy	407 +11	+3%	+$6.42K	0.13%	143
2023 Q3	$213K	Buy	+396	New	+$204K	0.14%	128

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

Baron Wealth Management's LLY Position: Q2 2026 in Review

Baron Wealth Management increased its Eli Lilly (LLY) stake by 4.7% in Q2 2026, buying an estimated $42.9K and bringing the position to 941 shares worth $1.13M. The position accounts for 0.29% of the portfolio, ranked #41.

Baron Wealth Management first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Baron Wealth Management held 941 shares of Eli Lilly worth $1.13M as of Q2 2026.
Baron Wealth Management bought 42 Eli Lilly shares in Q2 2026, an estimated $42.9K.
Eli Lilly made up 0.29% of Baron Wealth Management's portfolio in Q2 2026, its #41 holding.
Baron Wealth Management first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.