BSW Wealth Partners’s Eli Lilly LLY Stock Holding History

BSW 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	$4.07M	Sell	3,390 -73	-2%	-$74.6K	0.45%	38
2026 Q1	$3.19M	Sell	3,463 -158	-4%	-$160K	0.39%	42
2025 Q4	$3.89M	Buy	3,621 +20	+0.6%	+$19.1K	0.47%	38
2025 Q3	$2.75M	Buy	3,601 +122	+4%	+$90.8K	0.34%	42
2025 Q2	$2.71M	Sell	3,479 -111	-3%	-$86.3K	0.37%	40
2025 Q1	$2.97M	Sell	3,590 -41	-1%	-$34.1K	0.45%	36
2024 Q4	$2.8M	Buy	3,631 +395	+12%	+$327K	0.41%	38
2024 Q3	$2.87M	Buy	3,236 +134	+4%	+$120K	0.43%	37
2024 Q2	$2.81M	Buy	3,102 +24	+0.8%	+$19.2K	0.46%	36
2024 Q1	$2.39M	Sell	3,078 -91	-3%	-$64.8K	0.41%	40
2023 Q4	$1.85M	Buy	3,169 +2	+0.1%	+$1.17K	0.37%	37
2023 Q3	$1.7M	Buy	3,167 +371	+13%	+$191K	0.38%	38
2023 Q2	$1.31M	Buy	2,796 +40	+1%	+$16.8K	0.27%	47
2023 Q1	$947K	Sell	2,756 -14	-0.5%	-$4.72K	0.19%	70
2022 Q4	$1.01M	Buy	2,770 +67	+2%	+$23.8K	0.22%	69
2022 Q3	$874K	Buy	2,703 +20	+0.7%	+$6.34K	0.21%	60
2022 Q2	$870K	Buy	2,683 +239	+10%	+$71.7K	0.21%	66
2022 Q1	$700K	Sell	2,444 -95	-4%	-$24.4K	0.18%	91
2021 Q4	$701K	Buy	2,539 +225	+10%	+$57K	0.18%	83
2021 Q3	$535K	Sell	2,314 -655	-22%	-$162K	0.15%	101
2021 Q2	$681K	Buy	2,969 +35	+1%	+$7.03K	0.19%	72
2021 Q1	$548K	Sell	2,934 -4,078	-58%	-$798K	0.16%	85
2020 Q4	$1.18M	Buy	7,012 +1,019	+17%	+$152K	0.36%	33
2020 Q3	$887K	Sell	5,993 -132	-2%	-$20.4K	0.33%	34
2020 Q2	$1.01M	Buy	6,125 +280	+5%	+$43K	0.34%	36
2020 Q1	$811K	Buy	5,845 +72	+1%	+$9.89K	0.34%	39
2019 Q4	$759K	Buy	5,773 +151	+3%	+$17.5K	0.26%	44
2019 Q3	$629K	Buy	5,622 +61	+1%	+$6.79K	0.24%	40
2019 Q2	$616K	Buy	5,561 +722	+15%	+$85K	0.23%	44
2019 Q1	$628K	Buy	4,839 +14	+0.3%	+$1.7K	0.25%	42
2018 Q4	$558K	Hold	4,825	–	–	0.21%	48
2018 Q3	$518K	Hold	4,825	–	–	0.2%	45
2018 Q2	$412K	Sell	4,825 -38	-0.8%	-$3.12K	0.18%	47
2018 Q1	$376K	Hold	4,863	–	–	0.17%	49
2017 Q4	$411K	Buy	4,863 +26	+0.5%	+$2.21K	0.17%	48
2017 Q3	$414K	Buy	4,837 +63	+1%	+$5.17K	0.18%	45
2017 Q2	$393K	Buy	4,774 +27	+0.6%	+$2.2K	0.18%	46
2017 Q1	$399K	Sell	4,747 -224	-5%	-$17.9K	0.2%	42
2016 Q4	$366K	Buy	4,971 +4,587	+1,195%	+$342K	0.19%	49
2016 Q3	$4.78K	Sell	384 -4,604	-92%	-$369K	0.17%	52
2016 Q2	$393K	Buy	+4,988	New	+$376K	0.22%	44

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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

BSW Wealth Partners reduced its Eli Lilly (LLY) stake by 2.1% in Q2 2026, selling an estimated $74.6K and leaving 3,390 shares worth $4.07M. The position accounts for 0.45% of the portfolio, ranked #38.

BSW Wealth Partners first reported a position in LLY in Q2 2016 and has held it in 41 quarters since. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

BSW Wealth Partners held 3,390 shares of Eli Lilly worth $4.07M as of Q2 2026.
BSW Wealth Partners sold 73 Eli Lilly shares in Q2 2026, an estimated $74.6K.
Eli Lilly made up 0.45% of BSW Wealth Partners's portfolio in Q2 2026, its #38 holding.
BSW Wealth Partners first reported a position in Eli Lilly in Q2 2016 and has held it in 41 quarters since.
841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.