Question 1

How many shares of LLY does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q1, EP Wealth Advisors, LLC holds 80,730 shares of LLY (ELI LILLY & CO).

Question 2

What is EP Wealth Advisors, LLC's LLY position worth?

Accepted Answer

As of 2026-Q1, EP Wealth Advisors, LLC's LLY position is worth $74.3M.

Question 3

Is EP Wealth Advisors, LLC buying or selling LLY?

Accepted Answer

In 2026-Q1, EP Wealth Advisors, LLC increased their LLY position (+7.2% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy LLY?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in LLY in 2024-Q2. They have held the position across 24 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	80,730	+7.2%	$74.3M	0.4%	$1,007.73	38
2025-Q4	Increased	75,278	+4.9%	$80.9M	0.4%	$1,077.95	37
2025-Q2	Increased	71,787	+3.8%	$56M	0.4%	$771.33	37
2025-Q1	Increased	69,144	+103.7%	$57.1M	0.5%	$816.46	57
2024-Q4	Increased	33,937	+0.3%	$26.2M	0.2%	$766.83	34
2024-Q3	Increased	33,832	+8.0%	$30M	0.3%	$868.40	37
2024-Q2	Increased	31,326	+0.4%	$28.4M	0.3%	$894.45	34

LLYShowing 7 of 24 quarters

LLY
Showing 7 of 24 quarters