Position history for EP Wealth Advisors, LLC's holdings in ELI LILLY & CO
EP Wealth Advisors, LLC holds 80,730 shares of LLY (ELI LILLY & CO), worth $74.3M as of 2026-Q1. The position was increased (+7.2% shares). LLY represents 0.4% of EP Wealth Advisors, LLC's portfolio.
Current Value
$74.3M
Current Shares
80,730
Total Value Change
+$45.9M
Total Shares Change
+49,404
Other major holders of LLY: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |