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BOS Asset Management’s Eli Lilly LLY Stock Holding History

BOS Asset 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 		$7.7M Sell
6,418
-64
-1% -$65.4K 1.79% 13
2026
Q1 		$5.96M Buy
6,482
+109
+2% +$111K 1.52% 16
2025
Q4 		$6.85M Sell
6,373
-127
-2% -$121K 1.83% 11
2025
Q3 		$4.96M Buy
6,500
+17
+0.3% +$12.7K 1.4% 16
2025
Q2 		$5.05M Sell
6,483
-92
-1% -$71.5K 1.61% 15
2025
Q1 		$5.43M Buy
6,575
+65
+1% +$54.1K 1.86% 12
2024
Q4 		$5.03M Sell
6,510
-275
-4% -$228K 1.8% 14
2024
Q3 		$6.01M Sell
6,785
-46
-0.7% -$41.4K 2.21% 10
2024
Q2 		$6.18M Sell
6,831
-145
-2% -$116K 2.85% 8
2024
Q1 		$5.43M Sell
6,976
-26
-0.4% -$18.5K 2.85% 8
2023
Q4 		$4.08M Buy
7,002
+1
+0% +$584 2.8% 5
2023
Q3 		$3.76M Sell
7,001
-353
-5% -$182K 2.76% 5
2023
Q2 		$3.45M Sell
7,354
-50
-0.7% -$21K 2.68% 6
2023
Q1 		$2.54M Buy
7,404
+56
+0.8% +$18.9K 2.12% 11
2022
Q4 		$2.69M Buy
+7,348
New +$2.61M 2.4% 12

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

BOS Asset Management's LLY Position: Q2 2026 in Review

BOS Asset Management reduced its Eli Lilly (LLY) stake by 0.99% in Q2 2026, selling an estimated $65.4K and leaving 6,418 shares worth $7.7M. The position accounts for 1.79% of the portfolio, ranked #13.

BOS Asset Management first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 1,669 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • BOS Asset Management held 6,418 shares of Eli Lilly worth $7.7M as of Q2 2026.
  • BOS Asset Management sold 64 Eli Lilly shares in Q2 2026, an estimated $65.4K.
  • Eli Lilly made up 1.79% of BOS Asset Management's portfolio in Q2 2026, its #13 holding.
  • BOS Asset Management first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 1,669 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.