Focus Partners Wealth
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Focus Partners Wealth’s Eli Lilly LLY Stock Holding History

Focus Partners Wealth’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 		$312M Buy
260,045
+22,920
+10% +$23.4M 0.32% 64
2026
Q1 		$218M Buy
237,125
+14,883
+7% +$15.1M 0.24% 91
2025
Q4 		$237M Buy
222,242
+58,320
+36% +$55.8M 0.27% 77
2025
Q3 		$124M Buy
163,922
+12,694
+8% +$9.45M 0.2% 93
2025
Q2 		$118M Buy
151,228
+27,593
+22% +$21.4M 0.26% 77
2025
Q1 		$102M Buy
123,635
+4,738
+4% +$3.94M 0.26% 84
2024
Q4 		$91.8M Buy
118,897
+46,932
+65% +$38.9M 0.24% 91
2024
Q3 		$63.8M Sell
71,965
-54,447
-43% -$49M 0.2% 108
2024
Q2 		$114M Buy
126,412
+79,621
+170% +$63.7M 0.39% 63
2024
Q1 		$36.4M Buy
46,791
+15,224
+48% +$10.8M 0.3% 86
2023
Q4 		$18.4M Buy
+31,567
New +$18.4M 0.24% 113

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Focus Partners Wealth increased its Eli Lilly (LLY) stake by 9.7% in Q2 2026, buying an estimated $23.4M and bringing the position to 260,045 shares worth $312M. The position accounts for 0.32% of the portfolio, ranked #64.

Focus Partners Wealth first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Focus Partners Wealth held 260,045 shares of Eli Lilly worth $312M as of Q2 2026.
  • Focus Partners Wealth bought 22,920 Eli Lilly shares in Q2 2026, an estimated $23.4M.
  • Eli Lilly made up 0.32% of Focus Partners Wealth's portfolio in Q2 2026, its #64 holding.
  • Focus Partners Wealth first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.