BigSur Wealth Management’s Eli Lilly LLY Stock Holding History

BigSur 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	$1.61M	Sell	1,340 -200	-13%	-$204K	0.39%	73
2026 Q1	$1.42M	Sell	1,540 -800	-34%	-$811K	0.4%	71
2025 Q4	$2.51M	Hold	2,340	–	–	0.61%	51
2025 Q3	$1.79M	Buy	2,340 +140	+6%	+$104K	0.44%	59
2025 Q2	$1.71M	Buy	2,200 +1,600	+267%	+$1.24M	0.43%	62
2025 Q1	$496K	Hold	600	–	–	0.13%	117
2024 Q4	$463K	Hold	600	–	–	0.13%	119
2024 Q3	$532K	Buy	600 +100	+20%	+$89.9K	0.15%	113
2024 Q2	$453K	Hold	500	–	–	0.14%	118
2024 Q1	$389K	Hold	500	–	–	0.12%	119
2023 Q4	$291K	Hold	500	–	–	0.14%	92
2023 Q3	$269K	Sell	500 -145	-22%	-$74.7K	0.14%	92
2023 Q2	$302K	Sell	645 -25	-4%	-$10.5K	0.14%	95
2023 Q1	$230K	Hold	670	–	–	0.11%	104
2022 Q4	$245K	Sell	670 -30	-4%	-$10.6K	0.12%	102
2022 Q3	$226K	Hold	700	–	–	0.11%	108
2022 Q2	$227K	Hold	700	–	–	0.11%	110
2022 Q1	$200K	Buy	+700	New	+$180K	0.08%	125
2018 Q2	–	Sell	-2,668	Closed	-$206K	–	107
2018 Q1	$206K	Sell	2,668 -1,519	-36%	-$122K	0.15%	105
2017 Q4	$354K	Hold	4,187	–	–	0.35%	62
2017 Q3	$358K	Hold	4,187	–	–	0.36%	63
2017 Q2	$344K	Hold	4,187	–	–	0.35%	63
2017 Q1	$338K	Sell	4,187 -313	-7%	-$25.1K	0.37%	62
2016 Q4	$331K	Buy	+4,500	New	+$335K	0.44%	54

Other funds holding LLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

BigSur Wealth Management reduced its Eli Lilly (LLY) stake by 13% in Q2 2026, selling an estimated $204K and leaving 1,340 shares worth $1.61M. The position accounts for 0.39% of the portfolio, ranked #73.

BigSur Wealth Management first reported a position in LLY in Q4 2016 and has held it in 24 quarters since. The position peaked at $2.51M in Q4 2025. 961 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

BigSur Wealth Management held 1,340 shares of Eli Lilly worth $1.61M as of Q2 2026.
BigSur Wealth Management sold 200 Eli Lilly shares in Q2 2026, an estimated $204K.
Eli Lilly made up 0.39% of BigSur Wealth Management's portfolio in Q2 2026, its #73 holding.
BigSur Wealth Management first reported a position in Eli Lilly in Q4 2016 and has held it in 24 quarters since.
BigSur Wealth Management's Eli Lilly position peaked at $2.51M in Q4 2025.
961 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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