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JGP Wealth Management’s Eli Lilly LLY Stock Holding History

JGP 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 		$2.08M Buy
1,736
+10
+0.6% +$10.2K 0.19% 69
2026
Q1 		$1.59M Sell
1,726
-4
-0.2% -$4.05K 0.17% 75
2025
Q4 		$1.86M Buy
1,730
+72
+4% +$68.8K 0.19% 73
2025
Q3 		$1.36M Sell
1,658
-98
-6% -$72.9K 0.15% 82
2025
Q2 		$1.37M Sell
1,756
-4
-0.2% -$3.11K 0.17% 78
2025
Q1 		$1.45M Sell
1,760
-38
-2% -$31.6K 0.19% 72
2024
Q4 		$1.39M Buy
1,798
+46
+3% +$38.1K 0.18% 75
2024
Q3 		$1.55M Buy
1,752
+40
+2% +$36K 0.2% 66
2024
Q2 		$1.55M Sell
1,712
-197
-10% -$158K 0.22% 63
2024
Q1 		$1.49M Buy
1,909
+66
+4% +$47K 0.22% 66
2023
Q4 		$1.07M Buy
1,843
+16
+0.9% +$9.34K 0.16% 85
2023
Q3 		$981K Sell
1,827
-10
-0.5% -$5.15K 0.16% 82
2023
Q2 		$862K Hold
1,837
– – 0.14% 87
2023
Q1 		$631K Buy
1,837
+12
+0.7% +$4.05K 0.11% 103
2022
Q4 		$668K Sell
1,825
-169
-8% -$59.9K 0.12% 96
2022
Q3 		$651K Buy
1,994
+207
+12% +$65.6K 0.14% 92
2022
Q2 		$590K Buy
1,787
+29
+2% +$8.71K 0.12% 96
2022
Q1 		$548K Buy
1,758
+88
+5% +$22.6K 0.1% 102
2021
Q4 		$435K Buy
+1,670
New +$423K 0.08% 112

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

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

JGP Wealth Management increased its Eli Lilly (LLY) stake by 0.58% in Q2 2026, buying an estimated $10.2K and bringing the position to 1,736 shares worth $2.08M. The position accounts for 0.19% of the portfolio, ranked #69.

JGP Wealth Management first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 1,692 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • JGP Wealth Management held 1,736 shares of Eli Lilly worth $2.08M as of Q2 2026.
  • JGP Wealth Management bought 10 Eli Lilly shares in Q2 2026, an estimated $10.2K.
  • Eli Lilly made up 0.19% of JGP Wealth Management's portfolio in Q2 2026, its #69 holding.
  • JGP Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 1,692 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.