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Everpar Advisors’s Eli Lilly LLY Stock Holding History

Everpar 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 		$3.33M Buy
2,780
+102
+4% +$104K 0.95% 23
2026
Q1 		$2.46M Sell
2,678
-363
-12% -$368K 0.85% 25
2025
Q4 		$3.27M Buy
3,041
+301
+11% +$288K 1.21% 15
2025
Q3 		$2.09M Buy
2,740
+499
+22% +$371K 0.83% 23
2025
Q2 		$1.75M Sell
2,241
-261
-10% -$203K 0.79% 22
2025
Q1 		$2.07M Sell
2,502
-178
-7% -$148K 1.1% 16
2024
Q4 		$2.07M Buy
2,680
+17
+0.6% +$14.1K 1.04% 17
2024
Q3 		$2.36M Sell
2,663
-75
-3% -$67.4K 1.22% 12
2024
Q2 		$2.48M Buy
2,738
+185
+7% +$148K 1.24% 12
2024
Q1 		$1.99M Sell
2,553
-612
-19% -$436K 1.21% 10
2023
Q4 		$1.84M Buy
+3,165
New +$1.85M 0.86% 18

Other funds holding LLY

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
Handelsbanken Fonder
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)
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
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

Everpar Advisors's LLY Position: Q2 2026 in Review

Everpar Advisors increased its Eli Lilly (LLY) stake by 3.8% in Q2 2026, buying an estimated $104K and bringing the position to 2,780 shares worth $3.33M. The position accounts for 0.95% of the portfolio, ranked #23.

Everpar Advisors first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Everpar Advisors held 2,780 shares of Eli Lilly worth $3.33M as of Q2 2026.
  • Everpar Advisors bought 102 Eli Lilly shares in Q2 2026, an estimated $104K.
  • Eli Lilly made up 0.95% of Everpar Advisors's portfolio in Q2 2026, its #23 holding.
  • Everpar Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.