Verus Financial Partners’s Eli Lilly LLY Stock Holding History

Verus Financial 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	$377K	Buy	315 +2	+0.6%	+$2.04K	0.03%	91
2026 Q1	$283K	Buy	313 +35	+13%	+$35.5K	0.03%	105
2025 Q4	$295K	Buy	+278	New	+$266K	0.03%	99
2024 Q3	–	Sell	-523	Closed	-$474K	–	100
2024 Q2	$474K	Hold	523	–	–	0.06%	50
2024 Q1	$407K	Hold	523	–	–	0.05%	65
2023 Q4	$335K	Sell	523 -5	-0.9%	-$2.92K	0.04%	72
2023 Q3	$322K	Hold	528	–	–	0.04%	72
2023 Q2	$242K	Buy	528 +5	+1%	+$2.1K	0.03%	92
2023 Q1	$224K	Buy	+523	New	+$176K	0.03%	91
2022 Q4	–	Sell	-712	Closed	-$239K	–	104
2022 Q3	$239K	Hold	712	–	–	0.04%	89
2022 Q2	$233K	Buy	+712	New	+$214K	0.03%	85
2020 Q4	–	Sell	-1,575	Closed	-$233K	–	147
2020 Q3	$233K	Buy	+1,575	New	+$244K	0.09%	136

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Verus Financial Partners's LLY Position: Q2 2026 in Review

Verus Financial Partners increased its Eli Lilly (LLY) stake by 0.64% in Q2 2026, buying an estimated $2.04K and bringing the position to 315 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #91.

Verus Financial Partners first reported a position in LLY in Q3 2020 and has held it in 12 quarters since. The position peaked at $474K in Q2 2024. 2,270 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Verus Financial Partners held 315 shares of Eli Lilly worth $377K as of Q2 2026.
Verus Financial Partners bought 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
Eli Lilly made up 0.03% of Verus Financial Partners's portfolio in Q2 2026, its #91 holding.
Verus Financial Partners first reported a position in Eli Lilly in Q3 2020 and has held it in 12 quarters since.
Verus Financial Partners's Eli Lilly position peaked at $474K in Q2 2024.
2,270 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.