ORG Wealth Partners’s Eli Lilly LLY Stock Holding History

ORG Wealth Partners’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	$944K	Buy	698,258 +697,213	+66,719%	+$712M	0.14%	81
2026 Q1	$961K	Sell	1,045 -464	-31%	-$470K	0.19%	74
2025 Q4	$1.62M	Buy	1,509 +147	+11%	+$141K	0.38%	42
2025 Q3	$1.04M	Buy	1,362 +174	+15%	+$129K	0.22%	68
2025 Q2	$922K	Buy	1,188 +108	+10%	+$83.9K	0.22%	67
2025 Q1	$870K	Sell	1,080 -550	-34%	-$458K	0.27%	69
2024 Q4	$1.26M	Buy	1,630 +291	+22%	+$241K	0.39%	21
2024 Q3	$1.19M	Buy	+1,339	New	+$1.2M	0.39%	22

Other funds holding LLY

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

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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) 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

ORG Wealth Partners increased its Eli Lilly (LLY) stake by 66,719% in Q2 2026, buying an estimated $712M and bringing the position to 698,258 shares worth $944K. The position accounts for 0.14% of the portfolio, ranked #81.

ORG Wealth Partners first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.62M in Q4 2025. 1,692 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

ORG Wealth Partners held 698,258 shares of Eli Lilly worth $944K as of Q2 2026.
ORG Wealth Partners bought 697,213 Eli Lilly shares in Q2 2026, an estimated $712M.
Eli Lilly made up 0.14% of ORG Wealth Partners's portfolio in Q2 2026, its #81 holding.
ORG Wealth Partners first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Eli Lilly position peaked at $1.62M in Q4 2025.
1,692 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.