EP Wealth Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $115M | Buy |
96,123
+15,393
| +19% | +$15.7M | 0.44% | 36 |
|
|
2026
Q1 | $74.3M | Buy |
80,730
+5,452
| +7% | +$5.53M | 0.37% | 43 |
|
|
2025
Q4 | $80.9M | Buy |
+75,278
| New | +$72M | 0.42% | 40 |
|
|
2025
Q2 | $56M | Buy |
71,787
+2,643
| +4% | +$2.05M | 0.37% | 56 |
|
|
2025
Q1 | $57.1M | Buy |
69,144
+35,207
| +104% | +$29.3M | 0.46% | 47 |
|
|
2024
Q4 | $26.2M | Buy |
33,937
+105
| +0.3% | +$86.9K | 0.21% | 88 |
|
|
2024
Q3 | $30M | Buy |
33,832
+2,506
| +8% | +$2.25M | 0.26% | 79 |
|
|
2024
Q2 | $28.4M | Buy |
31,326
+130
| +0.4% | +$104K | 0.3% | 73 |
|
|
2024
Q1 | $24.3M | Sell |
31,196
-3,960
| -11% | -$2.82M | 0.28% | 78 |
|
|
2023
Q4 | $20.5M | Buy |
35,156
+9,004
| +34% | +$5.26M | 0.26% | 78 |
|
|
2023
Q3 | $14M | Buy |
26,152
+19,673
| +304% | +$10.1M | 0.22% | 81 |
|
|
2023
Q2 | $12.2M | Sell |
6,479
-18,546
| -74% | -$7.78M | 0.18% | 90 |
|
|
2023
Q1 | $20.7K | Sell |
25,025
-565
| -2% | -$191K | ﹤0.01% | 617 |
|
|
2022
Q4 | $9.36M | Buy |
25,590
+630
| +3% | +$223K | 0.17% | 89 |
|
|
2022
Q3 | $8.07M | Buy |
24,960
+18,432
| +282% | +$5.84M | 0.18% | 88 |
|
|
2022
Q2 | $2.12M | Buy |
6,528
+7
| +0.1% | +$2.1K | 0.05% | 189 |
|
|
2022
Q1 | $1.87M | Buy |
6,521
+13
| +0.2% | +$3.35K | 0.04% | 208 |
|
|
2021
Q4 | $1.8M | Buy |
6,508
+398
| +7% | +$101K | 0.04% | 199 |
|
|
2021
Q3 | $1.41M | Sell |
6,110
-1,472
| -19% | -$363K | 0.04% | 200 |
|
|
2021
Q2 | $1.74M | Sell |
7,582
-604
| -7% | -$121K | 0.05% | 191 |
|
|
2021
Q1 | $1.53M | Buy |
8,186
+502
| +7% | +$98.2K | 0.05% | 191 |
|
|
2020
Q4 | $1.3M | Buy |
7,684
+1,973
| +35% | +$295K | 0.05% | 166 |
|
|
2020
Q3 | $845K | Buy |
+5,711
| New | +$884K | 0.04% | 172 |
|
|
2020
Q2 | – | Sell |
-6,962
| Closed | -$1.07M | – | 184 |
|
|
2020
Q1 | $966K | Buy |
+6,962
| New | +$957K | 0.05% | 169 |
|
|
2019
Q4 | – | Sell |
-7,247
| Closed | -$810K | – | 426 |
|
|
2019
Q3 | $810K | Buy |
7,247
+784
| +12% | +$87.3K | 0.04% | 185 |
|
|
2019
Q2 | $716K | Buy |
6,463
+1,447
| +29% | +$170K | 0.04% | 165 |
|
|
2019
Q1 | $651K | Buy |
5,016
+1,686
| +51% | +$205K | 0.06% | 146 |
|
|
2018
Q4 | $385K | Sell |
3,330
-113
| -3% | -$12.6K | 0.03% | 193 |
|
|
2018
Q3 | $369K | Buy |
+3,443
| New | +$344K | 0.03% | 201 |
|
|
2016
Q1 | – | Sell |
-2,733
| Closed | -$230K | – | 153 |
|
|
2015
Q4 | $230K | Sell |
2,733
-500
| -15% | -$41.5K | 0.04% | 131 |
|
|
2015
Q3 | $271K | Buy |
3,233
+350
| +12% | +$29.5K | 0.05% | 113 |
|
|
2015
Q2 | $241K | Buy |
+2,883
| New | +$220K | 0.05% | 107 |
|
Other funds holding LLY
EP Wealth Advisors's LLY Position: Q2 2026 in Review
EP Wealth Advisors increased its Eli Lilly (LLY) stake by 19% in Q2 2026, buying an estimated $15.7M and bringing the position to 96,123 shares worth $115M. The position accounts for 0.44% of the portfolio, ranked #36.
EP Wealth Advisors first reported a position in LLY in Q2 2015 and has held it in 32 quarters since. 4,598 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- EP Wealth Advisors held 96,123 shares of Eli Lilly worth $115M as of Q2 2026.
- EP Wealth Advisors bought 15,393 Eli Lilly shares in Q2 2026, an estimated $15.7M.
- Eli Lilly made up 0.44% of EP Wealth Advisors's portfolio in Q2 2026, its #36 holding.
- EP Wealth Advisors first reported a position in Eli Lilly in Q2 2015 and has held it in 32 quarters since.
- 4,598 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.