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Jamison Private Wealth Management’s Eli Lilly LLY Stock Holding History

Jamison Private 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 		$24M Buy
20,014
+110
+0.6% +$112K 2.42% 7
2026
Q1 		$18.3M Sell
19,904
-801
-4% -$812K 2.23% 9
2025
Q4 		$22.3M Sell
20,705
-193
-0.9% -$185K 2.7% 4
2025
Q3 		$15.9M Buy
20,898
+14
+0.1% +$10.4K 2.02% 11
2025
Q2 		$16.3M Buy
20,884
+5
+0% +$3.88K 2.34% 6
2025
Q1 		$17.2M Sell
20,879
-784
-4% -$652K 2.63% 6
2024
Q4 		$16.7M Buy
21,663
+159
+0.7% +$132K 2.47% 6
2024
Q3 		$19.1M Buy
21,504
+28
+0.1% +$25.2K 2.9% 6
2024
Q2 		$19.4M Sell
21,476
-427
-2% -$342K 3.23% 6
2024
Q1 		$17M Sell
21,903
-164
-0.7% -$117K 2.88% 6
2023
Q4 		$12.9M Sell
22,067
-329
-1% -$192K 2.41% 5
2023
Q3 		$12M Buy
+22,396
New +$11.5M 2.49% 5

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

Jamison Private Wealth Management's LLY Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Eli Lilly (LLY) stake by 0.55% in Q2 2026, buying an estimated $112K and bringing the position to 20,014 shares worth $24M. The position accounts for 2.42% of the portfolio, ranked #7.

Jamison Private Wealth Management first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Jamison Private Wealth Management held 20,014 shares of Eli Lilly worth $24M as of Q2 2026.
  • Jamison Private Wealth Management bought 110 Eli Lilly shares in Q2 2026, an estimated $112K.
  • Eli Lilly made up 2.42% of Jamison Private Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Jamison Private Wealth Management first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.