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Premier Path Wealth Partners’s Eli Lilly LLY Stock Holding History

Premier Path 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 		$8.73M Buy
7,275
+282
+4% +$288K 1% 21
2026
Q1 		$6.43M Buy
6,993
+450
+7% +$456K 0.84% 28
2025
Q4 		$7.03M Buy
6,543
+369
+6% +$353K 0.91% 26
2025
Q3 		$4.71M Buy
6,174
+107
+2% +$79.6K 0.61% 35
2025
Q2 		$4.73M Sell
6,067
-79
-1% -$61.4K 0.66% 35
2025
Q1 		$5.08M Buy
6,146
+81
+1% +$67.4K 0.79% 32
2024
Q4 		$4.68M Sell
6,065
-56
-0.9% -$46.4K 0.71% 34
2024
Q3 		$5.42M Sell
6,121
-21
-0.3% -$18.9K 0.86% 25
2024
Q2 		$5.56M Buy
6,142
+63
+1% +$50.4K 0.95% 22
2024
Q1 		$4.73M Sell
6,079
-45
-0.7% -$32K 0.89% 22
2023
Q4 		$3.55M Buy
+6,124
New +$3.57M 0.78% 29

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Premier Path Wealth Partners's LLY Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Eli Lilly (LLY) stake by 4% in Q2 2026, buying an estimated $288K and bringing the position to 7,275 shares worth $8.73M. The position accounts for 1% of the portfolio, ranked #21.

Premier Path Wealth Partners first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 2,086 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Premier Path Wealth Partners held 7,275 shares of Eli Lilly worth $8.73M as of Q2 2026.
  • Premier Path Wealth Partners bought 282 Eli Lilly shares in Q2 2026, an estimated $288K.
  • Eli Lilly made up 1% of Premier Path Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Premier Path Wealth Partners first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 2,086 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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