Position history for EP Wealth Advisors, LLC's holdings in LILLY ELI & CO
EP Wealth Advisors, LLC holds 75,278 shares of LLY (LILLY ELI & CO), worth $80.9M as of 2025-Q4. The position was increased (++4.9% shares). LLY represents 0.4% of EP Wealth Advisors, LLC's portfolio.
Current Value
$80.9M
Current Shares
75,278
Total Value Change
+$52.5M
Total Shares Change
+43,952
Other major holders of LLY: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |