SWP
LLY icon

Semus Wealth Partners’s Eli Lilly LLY Stock Holding History

Semus 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
Q1 		$4.28M Buy
4,655
+229
+5% +$232K 2.39% 12
2025
Q4 		$4.76M Buy
4,426
+32
+0.7% +$30.6K 2.56% 9
2025
Q3 		$3.35M Buy
4,394
+391
+10% +$291K 1.9% 16
2025
Q2 		$3.12M Buy
4,003
+332
+9% +$258K 2.02% 13
2025
Q1 		$3.03M Buy
3,671
+338
+10% +$281K 2.11% 12
2024
Q4 		$2.57M Buy
3,333
+232
+7% +$192K 1.7% 13
2024
Q3 		$2.75M Buy
3,101
+664
+27% +$597K 1.92% 13
2024
Q2 		$2.21M Buy
2,437
+327
+15% +$262K 1.7% 13
2024
Q1 		$1.64M Buy
2,110
+134
+7% +$95.4K 1.38% 15
2023
Q4 		$1.15M Buy
1,976
+231
+13% +$135K 0.94% 21
2023
Q3 		$938K Buy
1,745
+25
+1% +$12.9K 0.87% 24
2023
Q2 		$807K Buy
1,720
+126
+8% +$52.8K 0.74% 30
2023
Q1 		$547K Buy
1,594
+134
+9% +$45.2K 0.59% 42
2022
Q4 		$534K Buy
+1,460
New +$518K 0.65% 41

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Semus Wealth Partners's LLY Position: Q1 2026 in Review

Semus Wealth Partners increased its Eli Lilly (LLY) stake by 5.2% in Q1 2026, buying an estimated $232K and bringing the position to 4,655 shares worth $4.28M. The position accounts for 2.39% of the portfolio, ranked #12.

Semus Wealth Partners first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.76M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Semus Wealth Partners held 4,655 shares of Eli Lilly worth $4.28M as of Q1 2026.
  • Semus Wealth Partners bought 229 Eli Lilly shares in Q1 2026, an estimated $232K.
  • Eli Lilly made up 2.39% of Semus Wealth Partners's portfolio in Q1 2026, its #12 holding.
  • Semus Wealth Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • Semus Wealth Partners's Eli Lilly position peaked at $4.76M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.