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Annis Gardner Whiting Capital Advisors’s Eli Lilly LLY Stock Holding History

Annis Gardner Whiting Capital 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 		$2.05M Buy
1,713
+91
+6% +$93K 0.31% 50
2026
Q1 		$1.49M Buy
1,622
+182
+13% +$185K 0.24% 68
2025
Q4 		$1.55M Buy
1,440
+277
+24% +$265K 0.29% 60
2025
Q3 		$887K Buy
1,163
+25
+2% +$18.6K 0.18% 98
2025
Q2 		$887K Buy
1,138
+132
+13% +$103K 0.31% 70
2025
Q1 		$831K Buy
1,006
+20
+2% +$16.6K 0.35% 65
2024
Q4 		$761K Buy
986
+83
+9% +$68.7K 0.21% 89
2024
Q3 		$800K Sell
903
-228
-20% -$205K 0.23% 89
2024
Q2 		$1.02M Buy
1,131
+2
+0.2% +$1.6K 0.29% 64
2024
Q1 		$878K Buy
1,129
+242
+27% +$172K 0.31% 60
2023
Q4 		$517K Sell
887
-44
-5% -$25.7K 0.23% 84
2023
Q3 		$500K Buy
+931
New +$480K 0.27% 72

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's LLY Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Eli Lilly (LLY) stake by 5.6% in Q2 2026, buying an estimated $93K and bringing the position to 1,713 shares worth $2.05M. The position accounts for 0.31% of the portfolio, ranked #50.

Annis Gardner Whiting Capital Advisors first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 1,713 shares of Eli Lilly worth $2.05M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 91 Eli Lilly shares in Q2 2026, an estimated $93K.
  • Eli Lilly made up 0.31% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #50 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.