Loring Wolcott & Coolidge Fiduciary Advisors’s Eli Lilly LLY Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$71.7M	Buy	59,780 +20,592	+53%	+$21M	0.7%	35
2026 Q1	$36.8M	Buy	39,188 +25,865	+194%	+$26.2M	0.37%	51
2025 Q4	$13.8M	Buy	13,323 +132	+1%	+$126K	0.13%	67
2025 Q3	$10.8M	Buy	13,191 +3,102	+31%	+$2.31M	0.1%	70
2025 Q2	$7.86M	Buy	10,089 +19	+0.2%	+$14.8K	0.07%	77
2025 Q1	$8.35M	Buy	10,070 +215	+2%	+$179K	0.08%	72
2024 Q4	$7.96M	Buy	9,855 +2,660	+37%	+$2.2M	0.07%	81
2024 Q3	$6.41M	Sell	7,195 -226	-3%	-$203K	0.06%	89
2024 Q2	$6.99M	Buy	7,421 +164	+2%	+$131K	0.06%	77
2024 Q1	$5.31M	Sell	7,257 -395	-5%	-$281K	0.05%	81
2023 Q4	$4.94M	Buy	7,652 +272	+4%	+$159K	0.05%	82
2023 Q3	$4.28M	Buy	7,380 +2,702	+58%	+$1.39M	0.05%	84
2023 Q2	$2.19M	Buy	4,678 +530	+13%	+$222K	0.02%	112
2023 Q1	$1.42M	Hold	4,148	–	–	0.02%	130
2022 Q4	$1.52M	Sell	4,148 -145	-3%	-$51.4K	0.02%	126
2022 Q3	$1.39M	Buy	4,293 +350	+9%	+$111K	0.02%	131
2022 Q2	$1.28M	Buy	3,943 +93	+2%	+$27.9K	0.02%	139
2022 Q1	$1.1M	Buy	3,850 +138	+4%	+$35.5K	0.01%	153
2021 Q4	$1.02M	Sell	3,712 -45	-1%	-$11.4K	0.01%	176
2021 Q3	$868K	Buy	3,757 +57	+2%	+$14.1K	0.01%	177
2021 Q2	$849K	Sell	3,700 -52	-1%	-$10.4K	0.01%	183
2021 Q1	$701K	Buy	3,752 +82	+2%	+$16K	0.01%	184
2020 Q4	$620K	Hold	3,670	–	–	0.01%	188
2020 Q3	$543K	Hold	3,670	–	–	0.01%	182
2020 Q2	$603K	Sell	3,670 -765	-17%	-$117K	0.01%	169
2020 Q1	$615K	Sell	4,435 -240	-5%	-$33K	0.01%	162
2019 Q4	$614K	Sell	4,675 -96	-2%	-$11.1K	0.01%	186
2019 Q3	$534K	Sell	4,771 -19	-0.4%	-$2.12K	0.01%	194
2019 Q2	$531K	Buy	4,790 +245	+5%	+$28.9K	0.01%	193
2019 Q1	$590K	Buy	4,545 +145	+3%	+$17.6K	0.01%	185
2018 Q4	$509K	Hold	4,400	–	–	0.01%	196
2018 Q3	$472K	Hold	4,400	–	–	0.01%	209
2018 Q2	$375K	Hold	4,400	–	–	0.01%	225
2018 Q1	$340K	Hold	4,400	–	–	0.01%	228
2017 Q4	$372K	Sell	4,400 -46	-1%	-$3.91K	0.01%	224
2017 Q3	$380K	Buy	4,446 +46	+1%	+$3.77K	0.01%	216
2017 Q2	$364K	Sell	4,400 -200	-4%	-$16.3K	0.01%	215
2017 Q1	$387K	Buy	4,600 +200	+5%	+$16K	0.01%	209
2016 Q4	$324K	Hold	4,400	–	–	0.01%	224
2016 Q3	$353K	Hold	4,400	–	–	0.01%	215
2016 Q2	$347K	Buy	4,400 +3,500	+389%	+$263K	0.01%	209
2016 Q1	$65K	Hold	900	–	–	﹤0.01%	361
2015 Q4	$76K	Sell	900 -1,901	-68%	-$158K	﹤0.01%	367
2015 Q3	$234K	Hold	2,801	–	–	0.01%	255
2015 Q2	$234K	Sell	2,801 -404	-13%	-$30.8K	0.01%	255
2015 Q1	$233K	Sell	3,205 -500	-13%	-$35.6K	0.01%	267
2014 Q4	$256K	Buy	3,705 +500	+16%	+$33.8K	0.01%	251
2014 Q3	$208K	Hold	3,205	–	–	0.01%	263
2014 Q2	$199K	Hold	3,205	–	–	0.01%	277
2014 Q1	$189K	Hold	3,205	–	–	0.01%	270
2013 Q4	$163K	Sell	3,205 -2,620	-45%	-$131K	﹤0.01%	276
2013 Q3	$293K	Sell	5,825 -4,948	-46%	-$259K	0.01%	217
2013 Q2	$529K	Buy	+10,773	New	+$586K	0.02%	186

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's LLY Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Eli Lilly (LLY) stake by 53% in Q2 2026, buying an estimated $21M and bringing the position to 59,780 shares worth $71.7M. The position accounts for 0.7% of the portfolio, ranked #35.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. 2,612 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 59,780 shares of Eli Lilly worth $71.7M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 20,592 Eli Lilly shares in Q2 2026, an estimated $21M.
Eli Lilly made up 0.7% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #35 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
2,612 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.