Burton Enright Welch’s Eli Lilly LLY Stock Holding History

Burton Enright Welch’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	$2.37M	Sell	1,977 -554	-22%	-$566K	0.28%	46
2026 Q1	$2.33M	Sell	2,531 -84	-3%	-$85.2K	0.32%	38
2025 Q4	$2.81M	Sell	2,615 -93	-3%	-$88.9K	0.4%	34
2025 Q3	$2.07M	Sell	2,708 -205	-7%	-$153K	0.31%	40
2025 Q2	$2.27M	Buy	2,913 +23	+0.8%	+$17.9K	0.39%	36
2025 Q1	$2.39M	Sell	2,890 -742	-20%	-$617K	0.49%	27
2024 Q4	$2.8M	Buy	3,632 +3	+0.1%	+$2.48K	0.59%	24
2024 Q3	$3.22M	Hold	3,629	–	–	0.69%	22
2024 Q2	$3.29M	Sell	3,629 -1,276	-26%	-$1.02M	0.76%	20
2024 Q1	$3.82M	Buy	4,905 +341	+7%	+$243K	0.92%	18
2023 Q4	$2.66M	Buy	4,564 +10	+0.2%	+$5.84K	0.71%	19
2023 Q3	$2.45M	Sell	4,554 -630	-12%	-$325K	0.75%	17
2023 Q2	$2.43M	Buy	5,184 +55	+1%	+$23.1K	0.76%	18
2023 Q1	$1.76M	Sell	5,129 -470	-8%	-$159K	0.67%	22
2022 Q4	$2.05M	Buy	+5,599	New	+$1.99M	0.85%	20

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Burton Enright Welch's LLY Position: Q2 2026 in Review

Burton Enright Welch reduced its Eli Lilly (LLY) stake by 22% in Q2 2026, selling an estimated $566K and leaving 1,977 shares worth $2.37M. The position accounts for 0.28% of the portfolio, ranked #46.

Burton Enright Welch first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.82M in Q1 2024. 1,912 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Burton Enright Welch held 1,977 shares of Eli Lilly worth $2.37M as of Q2 2026.
Burton Enright Welch sold 554 Eli Lilly shares in Q2 2026, an estimated $566K.
Eli Lilly made up 0.28% of Burton Enright Welch's portfolio in Q2 2026, its #46 holding.
Burton Enright Welch first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
Burton Enright Welch's Eli Lilly position peaked at $3.82M in Q1 2024.
1,912 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.