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DWR Wealth Management’s Eli Lilly LLY Stock Holding History

DWR 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 		$265K Buy
+216
New +$221K 0.2% 47
2026
Q1 		– Sell
-209
Closed -$226K – 52
2025
Q4 		$226K Buy
+209
New +$200K 0.21% 46

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

DWR Wealth Management opened a new position in Eli Lilly (LLY) in Q2 2026: 216 shares worth $265K. The stake represents 0.2% of the portfolio and ranks #47 among its holdings. This is a return to the name: DWR Wealth Management previously reported a position in LLY as recently as Q4 2025.

DWR Wealth Management first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. 1,505 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • DWR Wealth Management held 216 shares of Eli Lilly worth $265K as of Q2 2026.
  • Eli Lilly was a new DWR Wealth Management position in Q2 2026.
  • Eli Lilly made up 0.2% of DWR Wealth Management's portfolio in Q2 2026, its #47 holding.
  • DWR Wealth Management first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
  • 1,505 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.