Partners Wealth Management’s Eli Lilly LLY Stock Holding History

Partners 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	$2.56M	Sell	2,135 -572	-21%	-$584K	2.51%	8
2026 Q1	$2.49M	Sell	2,707 -104	-4%	-$105K	2.57%	8
2025 Q4	$3.02M	Sell	2,811 -137	-5%	-$131K	3.15%	6
2025 Q3	$2.25M	Buy	2,948 +44	+2%	+$32.7K	2.22%	10
2025 Q2	$2.34M	Hold	2,904	–	–	2.66%	4
2025 Q1	$2.4M	Sell	2,904 -113	-4%	-$94K	2.72%	4
2024 Q4	$2.33M	Buy	+3,017	New	+$2.5M	2.65%	5

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

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

Partners Wealth Management reduced its Eli Lilly (LLY) stake by 21% in Q2 2026, selling an estimated $584K and leaving 2,135 shares worth $2.56M. The position accounts for 2.51% of the portfolio, ranked #8.

Partners Wealth Management first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.02M in Q4 2025. 1,403 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Partners Wealth Management held 2,135 shares of Eli Lilly worth $2.56M as of Q2 2026.
Partners Wealth Management sold 572 Eli Lilly shares in Q2 2026, an estimated $584K.
Eli Lilly made up 2.51% of Partners Wealth Management's portfolio in Q2 2026, its #8 holding.
Partners Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's Eli Lilly position peaked at $3.02M in Q4 2025.
1,403 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.