Core Wealth Partners’s Eli Lilly LLY Stock Holding History

Core 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	$1.36M	Sell	1,132 -381	-25%	-$389K	0.58%	47
2026 Q1	$1.39M	Sell	1,513 -6	-0.4%	-$6.08K	0.65%	42
2025 Q4	$1.63M	Sell	1,519 -211	-12%	-$202K	0.73%	39
2025 Q3	$1.32M	Buy	1,730 +275	+19%	+$205K	0.61%	46
2025 Q2	$1.13M	Buy	1,455 +540	+59%	+$420K	0.58%	48
2025 Q1	$756K	Buy	915 +141	+18%	+$117K	0.44%	56
2024 Q4	$598K	Buy	774 +229	+42%	+$190K	0.34%	64
2024 Q3	$483K	Buy	545 +208	+62%	+$187K	0.29%	77
2024 Q2	$305K	Buy	337 +70	+26%	+$56K	0.21%	101
2024 Q1	$208K	Buy	+267	New	+$190K	0.16%	131

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

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

Core Wealth Partners reduced its Eli Lilly (LLY) stake by 25% in Q2 2026, selling an estimated $389K and leaving 1,132 shares worth $1.36M. The position accounts for 0.58% of the portfolio, ranked #47.

Core Wealth Partners first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.63M in Q4 2025. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Core Wealth Partners held 1,132 shares of Eli Lilly worth $1.36M as of Q2 2026.
Core Wealth Partners sold 381 Eli Lilly shares in Q2 2026, an estimated $389K.
Eli Lilly made up 0.58% of Core Wealth Partners's portfolio in Q2 2026, its #47 holding.
Core Wealth Partners first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
Core Wealth Partners's Eli Lilly position peaked at $1.63M in Q4 2025.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.