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LLYLLY
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Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ELI LILLY & CO

EP Wealth Advisors, LLC holds 96,123 shares of LLY (ELI LILLY & CO), worth $115.3M as of 2026-Q2. The position was increased (+19.1% shares). LLY represents 0.4% of EP Wealth Advisors, LLC's portfolio.

Current Value

$115.3M

Current Shares

96,123

Total Value Change

+$85.3M

Total Shares Change

+62,291

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
96,123
+19.1%
$115.3M0.4%$1,197.71
42
2026-Q1
Increased
80,730
+7.2%
$74.3M0.4%$916.88
38
2025-Q4
Increased
75,278
+4.9%
$80.9M0.4%$1,069.51
37
2025-Q2
Increased
71,787
+3.8%
$56M0.4%$772.95
37
2025-Q1
Increased
69,144
+103.7%
$57.1M0.5%$817.26
57
2024-Q4
Increased
33,937
+0.3%
$26.2M0.2%$762.60
34
2024-Q3
Increased
33,832
+8.0%
$30M0.3%$873.71
37

Other major holders of LLY: LILLY ENDOWMENT INC, VANGUARD GROUP INC

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