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RMR Wealth Builders’s Eli Lilly LLY Stock Holding History

RMR Wealth Builders’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 		$8.89M Buy
7,409
+1,389
+23% +$1.42M 0.55% 31
2026
Q1 		$5.54M Buy
6,020
+416
+7% +$422K 0.44% 36
2025
Q4 		$6.02M Buy
5,604
+302
+6% +$289K 0.48% 33
2025
Q3 		$4.05M Buy
5,302
+108
+2% +$80.4K 0.34% 41
2025
Q2 		$4.05M Buy
5,194
+277
+6% +$215K 0.37% 37
2025
Q1 		$4.06M Buy
4,917
+231
+5% +$192K 0.43% 35
2024
Q4 		$3.62M Buy
4,686
+107
+2% +$88.6K 0.37% 35
2024
Q3 		$4.06M Buy
4,579
+113
+3% +$102K 0.43% 33
2024
Q2 		$4.04M Buy
4,466
+294
+7% +$235K 0.46% 32
2024
Q1 		$3.25M Buy
4,172
+650
+18% +$463K 0.39% 37
2023
Q4 		$2.05M Buy
3,522
+364
+12% +$212K 0.29% 44
2023
Q3 		$1.7M Buy
3,158
+1,118
+55% +$576K 0.27% 45
2023
Q2 		$957K Buy
2,040
+867
+74% +$364K 0.16% 64
2023
Q1 		$403K Buy
1,173
+5
+0.4% +$1.69K 0.08% 129
2022
Q4 		$427K Buy
1,168
+465
+66% +$165K 0.1% 110
2022
Q3 		$227K Buy
703
+76
+12% +$24.1K 0.06% 169
2022
Q2 		$203K Buy
+627
New +$188K 0.05% 187
2021
Q2 		– Sell
-1,353
Closed -$253K – 456
2021
Q1 		$253K Buy
+1,353
New +$265K 0.07% 157
2020
Q4 		– Sell
-1,399
Closed -$207K – 539
2020
Q3 		$207K Buy
+1,399
New +$217K 0.05% 195

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

RMR Wealth Builders's LLY Position: Q2 2026 in Review

RMR Wealth Builders increased its Eli Lilly (LLY) stake by 23% in Q2 2026, buying an estimated $1.42M and bringing the position to 7,409 shares worth $8.89M. The position accounts for 0.55% of the portfolio, ranked #31.

RMR Wealth Builders first reported a position in LLY in Q3 2020 and has held it in 19 quarters since. 1,649 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • RMR Wealth Builders held 7,409 shares of Eli Lilly worth $8.89M as of Q2 2026.
  • RMR Wealth Builders bought 1,389 Eli Lilly shares in Q2 2026, an estimated $1.42M.
  • Eli Lilly made up 0.55% of RMR Wealth Builders's portfolio in Q2 2026, its #31 holding.
  • RMR Wealth Builders first reported a position in Eli Lilly in Q3 2020 and has held it in 19 quarters since.
  • 1,649 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.