Private Client Services’s Eli Lilly LLY Stock Holding History

Private Client Services’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	$1.06M	Buy	881 +50	+6%	+$51.1K	0.28%	74
2026 Q1	$764K	Buy	831 +9	+1%	+$9.12K	0.23%	82
2025 Q4	$883K	Sell	822 -18	-2%	-$17.2K	0.28%	70
2025 Q3	$641K	Sell	840 -407	-33%	-$303K	0.21%	85
2025 Q2	$972K	Buy	1,247 +85	+7%	+$66.1K	0.38%	68
2025 Q1	$959K	Sell	1,162 -10	-0.9%	-$8.32K	0.47%	53
2024 Q4	$905K	Buy	1,172 +96	+9%	+$79.5K	0.49%	57
2024 Q3	$953K	Buy	1,076 +95	+10%	+$85.4K	0.51%	55
2024 Q2	$888K	Buy	981 +22	+2%	+$17.6K	0.56%	48
2024 Q1	$746K	Buy	959 +27	+3%	+$19.2K	0.5%	56
2023 Q4	$543K	Buy	+932	New	+$544K	0.45%	73

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

Private Client Services's LLY Position: Q2 2026 in Review

Private Client Services increased its Eli Lilly (LLY) stake by 6% in Q2 2026, buying an estimated $51.1K and bringing the position to 881 shares worth $1.06M. The position accounts for 0.28% of the portfolio, ranked #74.

Private Client Services first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 1,742 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Private Client Services held 881 shares of Eli Lilly worth $1.06M as of Q2 2026.
Private Client Services bought 50 Eli Lilly shares in Q2 2026, an estimated $51.1K.
Eli Lilly made up 0.28% of Private Client Services's portfolio in Q2 2026, its #74 holding.
Private Client Services first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
1,742 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.