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Regent Peak Wealth Advisors’s Eli Lilly LLY Stock Holding History

Regent Peak Wealth Advisors’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 		$3.59M Buy
2,995
+120
+4% +$123K 0.67% 23
2026
Q1 		$2.64M Buy
2,875
+117
+4% +$119K 0.54% 27
2025
Q4 		$2.96M Buy
2,758
+91
+3% +$87K 0.58% 26
2025
Q3 		$2.03M Buy
+2,667
New +$1.98M 0.41% 31
2025
Q1 		$2.2M Buy
2,666
+104
+4% +$86.5K 0.52% 27
2024
Q4 		$1.98M Sell
2,562
-17
-0.7% -$14.1K 0.44% 29
2024
Q3 		$2.28M Sell
2,579
-15
-0.6% -$13.5K 0.52% 43
2024
Q2 		$2.35M Buy
2,594
+54
+2% +$43.2K 0.54% 43
2024
Q1 		$1.98M Sell
2,540
-100
-4% -$71.2K 0.5% 47
2023
Q4 		$1.54M Sell
2,640
-31
-1% -$18.1K 0.42% 48
2023
Q3 		$1.43M Buy
2,671
+444
+20% +$229K 0.44% 50
2023
Q2 		$1.04M Sell
2,227
-10
-0.4% -$4.19K 0.3% 55
2023
Q1 		$768K Sell
2,237
-43
-2% -$14.5K 0.24% 64
2022
Q4 		$834K Sell
2,280
-447
-16% -$158K 0.27% 61
2022
Q3 		$881K Sell
2,727
-5,777
-68% -$1.83M 0.31% 59
2022
Q2 		$2.76M Sell
8,504
-727
-8% -$218K 0.9% 23
2022
Q1 		$2.64M Buy
9,231
+105
+1% +$27K 0.76% 27
2021
Q4 		$2.52M Sell
9,126
-984
-10% -$249K 0.69% 27
2021
Q3 		$2.34M Sell
10,110
-120
-1% -$29.6K 0.67% 29
2021
Q2 		$2.49M Buy
10,230
+528
+5% +$106K 0.7% 29
2021
Q1 		$1.81M Sell
9,702
-434
-4% -$84.9K 0.6% 40
2020
Q4 		$1.71M Buy
10,136
+156
+2% +$23.3K 0.57% 37
2020
Q3 		$1.48M Buy
9,980
+631
+7% +$97.7K 0.63% 36
2020
Q2 		$1.53M Sell
9,349
-41
-0.4% -$6.29K 0.7% 28
2020
Q1 		$1.3M Buy
9,390
+728
+8% +$100K 0.72% 29
2019
Q4 		$1.14M Buy
+8,662
New +$1M 0.52% 40

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Ninety One (UK)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Regent Peak Wealth Advisors's LLY Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Eli Lilly (LLY) stake by 4.2% in Q2 2026, buying an estimated $123K and bringing the position to 2,995 shares worth $3.59M. The position accounts for 0.67% of the portfolio, ranked #23.

Regent Peak Wealth Advisors first reported a position in LLY in Q4 2019 and has held it in 26 quarters since. 1,393 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,995 shares of Eli Lilly worth $3.59M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 120 Eli Lilly shares in Q2 2026, an estimated $123K.
  • Eli Lilly made up 0.67% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Regent Peak Wealth Advisors first reported a position in Eli Lilly in Q4 2019 and has held it in 26 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.