Empirical Wealth Management’s Eli Lilly LLY Stock Holding History

Empirical 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	$20.3M	Buy	16,956 +647	+4%	+$661K	0.3%	67
2026 Q1	$15M	Buy	16,309 +1,430	+10%	+$1.45M	0.26%	70
2025 Q4	$16M	Buy	14,879 +291	+2%	+$278K	0.28%	65
2025 Q3	$11.1M	Buy	14,588 +841	+6%	+$626K	0.22%	85
2025 Q2	$10.7M	Buy	13,747 +887	+7%	+$689K	0.24%	85
2025 Q1	$10.6M	Buy	12,860 +5,497	+75%	+$4.57M	0.27%	70
2024 Q4	$5.68M	Buy	7,363 +92	+1%	+$76.2K	0.15%	111
2024 Q3	$6.44M	Buy	7,271 +135	+2%	+$121K	0.18%	104
2024 Q2	$6.46M	Sell	7,136 -683	-9%	-$546K	0.19%	97
2024 Q1	$6.08M	Buy	7,819 +3,255	+71%	+$2.32M	0.18%	101
2023 Q4	$2.66M	Sell	4,564 -606	-12%	-$354K	0.09%	140
2023 Q3	$2.78M	Buy	5,170 +1,193	+30%	+$615K	0.11%	127
2023 Q2	$1.87M	Sell	3,977 -356	-8%	-$149K	0.08%	161
2023 Q1	$1.49M	Sell	4,333 -1,647	-28%	-$555K	0.06%	167
2022 Q4	$2.19M	Buy	5,980 +1,260	+27%	+$447K	0.1%	127
2022 Q3	$1.53M	Sell	4,720 -592	-11%	-$188K	0.08%	155
2022 Q2	$1.72M	Buy	5,312 +986	+23%	+$296K	0.09%	145
2022 Q1	$1.24M	Sell	4,326 -152	-3%	-$39.1K	0.06%	185
2021 Q4	$1.24M	Buy	4,478 +1,121	+33%	+$284K	0.06%	179
2021 Q3	$776K	Sell	3,357 -1,714	-34%	-$423K	0.04%	230
2021 Q2	$1.16M	Buy	5,071 +233	+5%	+$46.8K	0.07%	168
2021 Q1	$904K	Buy	4,838 +90	+2%	+$17.6K	0.07%	168
2020 Q4	$802K	Sell	4,748 -369	-7%	-$55.1K	0.06%	181
2020 Q3	$757K	Sell	5,117 -125	-2%	-$19.3K	0.06%	163
2020 Q2	$861K	Buy	5,242 +412	+9%	+$63.2K	0.08%	142
2020 Q1	$670K	Sell	4,830 -100	-2%	-$13.7K	0.07%	147
2019 Q4	$648K	Buy	4,930 +935	+23%	+$108K	0.07%	161
2019 Q3	$447K	Buy	3,995 +343	+9%	+$38.2K	0.05%	185
2019 Q2	$405K	Sell	3,652 -1,004	-22%	-$118K	0.05%	175
2019 Q1	$604K	Buy	4,656 +400	+9%	+$48.6K	0.09%	126
2018 Q4	$493K	Buy	4,256 +1,870	+78%	+$209K	0.08%	121
2018 Q3	$256K	Buy	2,386 +43	+2%	+$4.3K	0.05%	177
2018 Q2	$200K	Buy	+2,343	New	+$192K	0.04%	180

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

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

Empirical Wealth Management increased its Eli Lilly (LLY) stake by 4% in Q2 2026, buying an estimated $661K and bringing the position to 16,956 shares worth $20.3M. The position accounts for 0.3% of the portfolio, ranked #67.

Empirical Wealth Management first reported a position in LLY in Q2 2018 and has held it in 33 quarters since. 1,903 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Empirical Wealth Management held 16,956 shares of Eli Lilly worth $20.3M as of Q2 2026.
Empirical Wealth Management bought 647 Eli Lilly shares in Q2 2026, an estimated $661K.
Eli Lilly made up 0.3% of Empirical Wealth Management's portfolio in Q2 2026, its #67 holding.
Empirical Wealth Management first reported a position in Eli Lilly in Q2 2018 and has held it in 33 quarters since.
1,903 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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