Dogwood Wealth Management’s Eli Lilly LLY Stock Holding History

Dogwood Wealth Management’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	$895K	Buy	746 +247	+49%	+$252K	0.35%	38
2026 Q1	$459K	Sell	499 -196	-28%	-$199K	0.2%	51
2025 Q4	$747K	Sell	695 -319	-31%	-$305K	0.33%	45
2025 Q3	$774K	Sell	1,014 -2	-0.2%	-$1.49K	0.35%	57
2025 Q2	$790K	Buy	1,016 +61	+6%	+$47.4K	0.39%	54
2025 Q1	$789K	Buy	955 +92	+11%	+$76.6K	0.41%	44
2024 Q4	$667K	Sell	863 -1,022	-54%	-$846K	0.35%	51
2024 Q3	$1.67M	Buy	1,885 +292	+18%	+$263K	0.96%	29
2024 Q2	$1.44M	Buy	1,593 +166	+12%	+$133K	0.89%	29
2024 Q1	$1.11M	Sell	1,427 -26	-2%	-$18.5K	0.75%	29
2023 Q4	$847K	Buy	+1,453	New	+$848K	0.66%	32

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Dogwood Wealth Management's LLY Position: Q2 2026 in Review

Dogwood Wealth Management increased its Eli Lilly (LLY) stake by 49% in Q2 2026, buying an estimated $252K and bringing the position to 746 shares worth $895K. The position accounts for 0.35% of the portfolio, ranked #38.

Dogwood Wealth Management first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.67M in Q3 2024. 1,616 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Dogwood Wealth Management held 746 shares of Eli Lilly worth $895K as of Q2 2026.
Dogwood Wealth Management bought 247 Eli Lilly shares in Q2 2026, an estimated $252K.
Eli Lilly made up 0.35% of Dogwood Wealth Management's portfolio in Q2 2026, its #38 holding.
Dogwood Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Eli Lilly position peaked at $1.67M in Q3 2024.
1,616 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.