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Crewe Advisors’s Eli Lilly LLY Stock Holding History

Crewe Advisors’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 		$1.15M Buy
962
+80
+9% +$81.7K 0.08% 84
2026
Q1 		$811K Buy
882
+34
+4% +$34.5K 0.07% 94
2025
Q4 		$911K Sell
848
-174
-17% -$166K 0.08% 89
2025
Q3 		$780K Buy
+1,022
New +$761K 0.07% 92
2024
Q3 		– Sell
-1,452
Closed -$1.31M – 868
2024
Q2 		$1.31M Sell
1,452
-79
-5% -$63.2K 0.15% 63
2024
Q1 		$1.19M Buy
+1,531
New +$1.09M 0.14% 62
2023
Q3 		– Sell
-771
Closed -$362K – 772
2023
Q2 		$362K Sell
771
-173
-18% -$72.6K 0.05% 97
2023
Q1 		$324K Buy
944
+154
+19% +$51.9K 0.05% 115
2022
Q4 		$289K Sell
790
-242
-23% -$85.8K 0.05% 116
2022
Q3 		$334K Buy
1,032
+97
+10% +$30.7K 0.06% 95
2022
Q2 		$303K Buy
935
+345
+58% +$104K 0.07% 91
2022
Q1 		$169K Hold
590
– – 0.03% 123
2021
Q4 		$163K Hold
590
– – 0.03% 100
2021
Q3 		$136K Hold
590
– – 0.03% 94
2021
Q2 		$135K Buy
590
+50
+9% +$10K 0.03% 94
2021
Q1 		$101K Hold
540
– – 0.03% 106
2020
Q4 		$91K Sell
540
-32
-6% -$4.78K 0.04% 100
2020
Q3 		$85K Buy
572
+132
+30% +$20.4K 0.04% 95
2020
Q2 		$72K Hold
440
– – 0.04% 88
2020
Q1 		$61K Hold
440
– – 0.04% 80
2019
Q4 		$58K Hold
440
– – 0.03% 105
2019
Q3 		$49K Hold
440
– – 0.02% 120
2019
Q2 		$49K Hold
440
– – 0.02% 143
2019
Q1 		$57K Hold
440
– – 0.02% 119
2018
Q4 		$51K Hold
440
– – 0.02% 109
2018
Q3 		$47K Hold
440
– – 0.04% 122
2018
Q2 		$38K Sell
440
-310
-41% -$25.5K 0.04% 137
2018
Q1 		$58K Buy
750
+176
+31% +$14.2K 0.06% 105
2017
Q4 		$48K Buy
+574
New +$48.8K 0.05% 122

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

Crewe Advisors's LLY Position: Q2 2026 in Review

Crewe Advisors increased its Eli Lilly (LLY) stake by 9.1% in Q2 2026, buying an estimated $81.7K and bringing the position to 962 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #84.

Crewe Advisors first reported a position in LLY in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.31M in Q2 2024. 1,692 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Crewe Advisors held 962 shares of Eli Lilly worth $1.15M as of Q2 2026.
  • Crewe Advisors bought 80 Eli Lilly shares in Q2 2026, an estimated $81.7K.
  • Eli Lilly made up 0.08% of Crewe Advisors's portfolio in Q2 2026, its #84 holding.
  • Crewe Advisors first reported a position in Eli Lilly in Q4 2017 and has held it in 29 quarters since.
  • Crewe Advisors's Eli Lilly position peaked at $1.31M in Q2 2024.
  • 1,692 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.