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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
Q2 		$6.18M Buy
5,155
+500
+11% +$511K 2.99% 7
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Semus Wealth Partners's LLY Position: Q2 2026 in Review

Semus Wealth Partners increased its Eli Lilly (LLY) stake by 11% in Q2 2026, buying an estimated $511K and bringing the position to 5,155 shares worth $6.18M. The position accounts for 2.99% of the portfolio, ranked #7.

Semus Wealth Partners first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Semus Wealth Partners held 5,155 shares of Eli Lilly worth $6.18M as of Q2 2026.
  • Semus Wealth Partners bought 500 Eli Lilly shares in Q2 2026, an estimated $511K.
  • Eli Lilly made up 2.99% of Semus Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Semus Wealth Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.