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Wealth Architects’s Eli Lilly LLY Stock Holding History

Wealth Architects’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 		$3.6M Buy
3,001
+119
+4% +$122K 0.28% 56
2026
Q1 		$2.65M Buy
2,882
+81
+3% +$82.1K 0.24% 59
2025
Q4 		$3.01M Buy
2,801
+20
+0.7% +$19.1K 0.27% 56
2025
Q3 		$2.12M Buy
2,781
+35
+1% +$26K 0.2% 61
2025
Q2 		$2.14M Sell
2,746
-122
-4% -$94.8K 0.22% 60
2025
Q1 		$2.37M Buy
2,868
+1,225
+75% +$1.02M 0.26% 56
2024
Q4 		$1.27M Buy
1,643
+527
+47% +$436K 0.14% 71
2024
Q3 		$989K Sell
1,116
-37
-3% -$33.3K 0.11% 80
2024
Q2 		$1.04M Hold
1,153
– – 0.13% 75
2024
Q1 		$897K Buy
1,153
+47
+4% +$33.4K 0.12% 79
2023
Q4 		$645K Sell
1,106
-54
-5% -$31.5K 0.09% 98
2023
Q3 		$623K Buy
1,160
+57
+5% +$29.4K 0.11% 89
2023
Q2 		$517K Sell
1,103
-165
-13% -$69.2K 0.09% 109
2023
Q1 		$435K Buy
1,268
+9
+0.7% +$3.04K 0.08% 119
2022
Q4 		$461K Sell
1,259
-48
-4% -$17K 0.09% 107
2022
Q3 		$423K Sell
1,307
-49
-4% -$15.5K 0.09% 104
2022
Q2 		$440K Sell
1,356
-160
-11% -$48K 0.09% 109
2022
Q1 		$434K Sell
1,516
-4
-0.3% -$1.03K 0.07% 126
2021
Q4 		$420K Buy
1,520
+32
+2% +$8.11K 0.07% 125
2021
Q3 		$344K Buy
1,488
+18
+1% +$4.44K 0.07% 130
2021
Q2 		$337K Buy
1,470
+289
+24% +$58.1K 0.07% 121
2021
Q1 		$221K Buy
+1,181
New +$231K 0.05% 150
2019
Q2 		– Sell
-1,572
Closed -$204K – 136
2019
Q1 		$204K Buy
+1,572
New +$191K 0.06% 130
2018
Q4 		– Sell
-2,211
Closed -$237K – 136
2018
Q3 		$237K Buy
+2,211
New +$221K 0.07% 121

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

Wealth Architects's LLY Position: Q2 2026 in Review

Wealth Architects increased its Eli Lilly (LLY) stake by 4.1% in Q2 2026, buying an estimated $122K and bringing the position to 3,001 shares worth $3.6M. The position accounts for 0.28% of the portfolio, ranked #56.

Wealth Architects first reported a position in LLY in Q3 2018 and has held it in 24 quarters since. 1,842 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wealth Architects held 3,001 shares of Eli Lilly worth $3.6M as of Q2 2026.
  • Wealth Architects bought 119 Eli Lilly shares in Q2 2026, an estimated $122K.
  • Eli Lilly made up 0.28% of Wealth Architects's portfolio in Q2 2026, its #56 holding.
  • Wealth Architects first reported a position in Eli Lilly in Q3 2018 and has held it in 24 quarters since.
  • 1,842 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.