Partnership Wealth Management’s Eli Lilly LLY Stock Holding History

Partnership 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	$25.4M	Hold	21,162	–	–	17.16%	1
2026 Q1	$19.5M	Sell	21,162 -75	-0.4%	-$76K	14.84%	2
2025 Q4	$22.8M	Buy	21,237 +1	+0%	+$956	16.43%	1
2025 Q3	$16.2M	Sell	21,236 -528	-2%	-$393K	12.48%	1
2025 Q2	$17M	Sell	21,764 -63	-0.3%	-$49K	13.73%	1
2025 Q1	$18M	Buy	21,827 +13	+0.1%	+$10.8K	15.3%	1
2024 Q4	$16.8M	Buy	21,814 +40	+0.2%	+$33.1K	14.02%	1
2024 Q3	$19.3M	Sell	21,774 -1,376	-6%	-$1.24M	13.62%	2
2024 Q2	$21M	Buy	23,150 +1,450	+7%	+$1.16M	15.47%	1
2024 Q1	$16.9M	Hold	21,700	–	–	11.84%	1
2023 Q4	$14M	Buy	+21,700	New	+$12.7M	10.56%	1

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

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

Partnership Wealth Management held its Eli Lilly (LLY) position steady in Q2 2026 at 21,162 shares worth $25.4M. The position accounts for 17.16% of the portfolio, ranked #1.

Partnership Wealth Management first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Partnership Wealth Management held 21,162 shares of Eli Lilly worth $25.4M as of Q2 2026.
Partnership Wealth Management left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 17.16% of Partnership Wealth Management's portfolio in Q2 2026, its #1 holding.
Partnership Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.