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Tempus Wealth Planning’s Eli Lilly LLY Stock Holding History

Tempus Wealth Planning’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 		$2.82M Buy
2,351
+49
+2% +$50.1K 0.55% 44
2026
Q1 		$2.12M Buy
2,302
+8
+0.3% +$8.11K 0.49% 53
2025
Q4 		$2.47M Sell
2,294
-97
-4% -$92.7K 0.56% 41
2025
Q3 		$1.82M Sell
2,391
-24
-1% -$17.9K 0.42% 57
2025
Q2 		$1.88M Sell
2,415
-476
-16% -$370K 0.47% 57
2025
Q1 		$2.39M Buy
2,891
+141
+5% +$117K 0.71% 36
2024
Q4 		$2.12M Buy
2,750
+356
+15% +$295K 0.65% 43
2024
Q3 		$2.12M Buy
2,394
+35
+1% +$31.5K 0.78% 33
2024
Q2 		$2.14M Buy
2,359
+71
+3% +$56.8K 0.89% 25
2024
Q1 		$1.78M Buy
2,288
+57
+3% +$40.6K 0.78% 30
2023
Q4 		$1.3M Buy
2,231
+7
+0.3% +$4.09K 0.57% 53
2023
Q3 		$1.19M Buy
2,224
+15
+0.7% +$7.73K 0.6% 40
2023
Q2 		$1.04M Buy
2,209
+25
+1% +$10.5K 0.47% 65
2023
Q1 		$750K Sell
2,184
-8
-0.4% -$2.7K 0.37% 72
2022
Q4 		$802K Hold
2,192
– – 0.49% 63
2022
Q3 		$709K Sell
2,192
-8
-0.4% -$2.54K 0.47% 60
2022
Q2 		$713K Hold
2,200
– – 0.59% 48
2022
Q1 		$630K Sell
2,200
-12
-0.5% -$3.09K 0.45% 59
2021
Q4 		$611K Hold
2,212
– – 0.33% 81
2021
Q3 		$511K Buy
2,212
+132
+6% +$32.6K 0.29% 88
2021
Q2 		$477K Hold
2,080
– – 0.32% 89
2021
Q1 		$389K Hold
2,080
– – 0.41% 63
2020
Q4 		$351K Hold
2,080
– – 0.45% 50
2020
Q3 		$308K Sell
2,080
-10
-0.5% -$1.55K 0.45% 52
2020
Q2 		$343K Hold
2,090
– – 0.51% 45
2020
Q1 		$290K Sell
2,090
-20
-0.9% -$2.75K 0.48% 46
2019
Q4 		$277K Buy
+2,110
New +$245K 0.24% 65

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 $3.37T AUM 44.26% 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

Tempus Wealth Planning's LLY Position: Q2 2026 in Review

Tempus Wealth Planning increased its Eli Lilly (LLY) stake by 2.1% in Q2 2026, buying an estimated $50.1K and bringing the position to 2,351 shares worth $2.82M. The position accounts for 0.55% of the portfolio, ranked #44.

Tempus Wealth Planning first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Tempus Wealth Planning held 2,351 shares of Eli Lilly worth $2.82M as of Q2 2026.
  • Tempus Wealth Planning bought 49 Eli Lilly shares in Q2 2026, an estimated $50.1K.
  • Eli Lilly made up 0.55% of Tempus Wealth Planning's portfolio in Q2 2026, its #44 holding.
  • Tempus Wealth Planning first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.