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YHB Investment Advisors’s Eli Lilly LLY Stock Holding History

YHB Investment Advisors’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 		$11.4M Buy
9,488
+972
+11% +$993K 0.73% 35
2026
Q1 		$7.83M Buy
8,516
+488
+6% +$495K 0.56% 51
2025
Q4 		$8.63M Buy
8,028
+577
+8% +$552K 0.6% 43
2025
Q3 		$5.68M Buy
7,451
+312
+4% +$232K 0.42% 64
2025
Q2 		$5.56M Buy
7,139
+271
+4% +$211K 0.43% 62
2025
Q1 		$5.67M Buy
6,868
+575
+9% +$478K 0.47% 56
2024
Q4 		$4.86M Buy
6,293
+901
+17% +$746K 0.4% 62
2024
Q3 		$4.78M Buy
5,392
+746
+16% +$671K 0.4% 66
2024
Q2 		$4.21M Buy
4,646
+4,015
+636% +$3.21M 0.36% 68
2024
Q1 		$491K Sell
631
-22
-3% -$15.7K 0.04% 191
2023
Q4 		$381K Buy
653
+44
+7% +$25.7K 0.04% 208
2023
Q3 		$327K Buy
609
+32
+6% +$16.5K 0.03% 218
2023
Q2 		$271K Sell
577
-1,347
-70% -$565K 0.03% 235
2023
Q1 		$661K Buy
1,924
+35
+2% +$11.8K 0.07% 170
2022
Q4 		$691K Sell
1,889
-44
-2% -$15.6K 0.07% 163
2022
Q3 		$625K Hold
1,933
– – 0.07% 172
2022
Q2 		$627K Hold
1,933
– – 0.07% 172
2022
Q1 		$554K Buy
1,933
+104
+6% +$26.8K 0.05% 191
2021
Q4 		$505K Hold
1,829
– – 0.04% 211
2021
Q3 		$423K Buy
1,829
+45
+3% +$11.1K 0.04% 210
2021
Q2 		$410K Sell
1,784
-16
-0.9% -$3.21K 0.03% 218
2021
Q1 		$341K Hold
1,800
– – 0.03% 228
2020
Q4 		$304K Buy
1,800
+32
+2% +$4.78K 0.03% 233
2020
Q3 		$262K Buy
+1,768
New +$274K 0.03% 229
2016
Q1 		– Sell
-2,669
Closed -$225K – 158
2015
Q4 		$225K Buy
2,669
+159
+6% +$13.2K 0.05% 151
2015
Q3 		$210K Buy
2,510
+50
+2% +$4.22K 0.05% 152
2015
Q2 		$205K Buy
+2,460
New +$187K 0.04% 165

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

YHB Investment Advisors's LLY Position: Q2 2026 in Review

YHB Investment Advisors increased its Eli Lilly (LLY) stake by 11% in Q2 2026, buying an estimated $993K and bringing the position to 9,488 shares worth $11.4M. The position accounts for 0.73% of the portfolio, ranked #35.

YHB Investment Advisors first reported a position in LLY in Q2 2015 and has held it in 27 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • YHB Investment Advisors held 9,488 shares of Eli Lilly worth $11.4M as of Q2 2026.
  • YHB Investment Advisors bought 972 Eli Lilly shares in Q2 2026, an estimated $993K.
  • Eli Lilly made up 0.73% of YHB Investment Advisors's portfolio in Q2 2026, its #35 holding.
  • YHB Investment Advisors first reported a position in Eli Lilly in Q2 2015 and has held it in 27 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.