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Ferguson Wellman Capital Management’s Eli Lilly LLY Stock Holding History

Ferguson Wellman Capital 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 		$25.6M Buy
21,322
+206
+1% +$210K 0.31% 69
2026
Q1 		$19.4M Sell
21,116
-387
-2% -$392K 0.27% 78
2025
Q4 		$23.1M Buy
21,503
+549
+3% +$525K 0.37% 56
2025
Q3 		$16M Buy
20,954
+139
+0.7% +$103K 0.26% 65
2025
Q2 		$16.2M Sell
20,815
-283
-1% -$220K 0.29% 62
2025
Q1 		$17.4M Buy
21,098
+278
+1% +$231K 0.34% 62
2024
Q4 		$16.1M Sell
20,820
-154
-0.7% -$128K 0.31% 65
2024
Q3 		$18.6M Sell
20,974
-428
-2% -$385K 0.36% 63
2024
Q2 		$19.4M Sell
21,402
-257
-1% -$206K 0.39% 63
2024
Q1 		$16.8M Sell
21,659
-39
-0.2% -$27.8K 0.34% 63
2023
Q4 		$12.6M Sell
21,698
-643
-3% -$375K 0.28% 71
2023
Q3 		$12M Buy
22,341
+71
+0.3% +$36.6K 0.29% 74
2023
Q2 		$10.4M Sell
22,270
-129
-0.6% -$54.1K 0.25% 78
2023
Q1 		$7.69M Sell
22,399
-396
-2% -$134K 0.19% 81
2022
Q4 		$8.34M Buy
22,795
+6,600
+41% +$2.34M 0.22% 78
2022
Q3 		$5.24M Sell
16,195
-4,081
-20% -$1.29M 0.2% 73
2022
Q2 		$6.57M Buy
20,276
+85
+0.4% +$25.5K 0.24% 75
2022
Q1 		$5.78M Sell
20,191
-85
-0.4% -$21.9K 0.18% 86
2021
Q4 		$5.6M Sell
20,276
-300
-1% -$76.1K 0.16% 83
2021
Q3 		$4.75M Sell
20,576
-149
-0.7% -$36.8K 0.15% 85
2021
Q2 		$4.76M Sell
20,725
-314
-1% -$63.1K 0.15% 88
2021
Q1 		$3.93M Sell
21,039
-5,848
-22% -$1.14M 0.14% 100
2020
Q4 		$4.54M Sell
26,887
-1,316
-5% -$196K 0.11% 137
2020
Q3 		$4.17M Sell
28,203
-890
-3% -$138K 0.12% 130
2020
Q2 		$4.78M Sell
29,093
-2,200
-7% -$338K 0.15% 119
2020
Q1 		$4.34M Sell
31,293
-3,431
-10% -$471K 0.16% 114
2019
Q4 		$4.56M Sell
34,724
-2,316
-6% -$268K 0.13% 132
2019
Q3 		$4.14M Sell
37,040
-187,235
-83% -$20.8M 0.13% 126
2019
Q2 		$24.8M Sell
224,275
-40,285
-15% -$4.74M 0.83% 40
2019
Q1 		$34.3M Sell
264,560
-128,479
-33% -$15.6M 1.17% 22
2018
Q4 		$45.5M Sell
393,039
-101,698
-21% -$11.4M 1.75% 12
2018
Q3 		$53.1M Buy
494,737
+179,671
+57% +$18M 1.74% 13
2018
Q2 		$26.9M Buy
315,066
+66,307
+27% +$5.45M 0.94% 30
2018
Q1 		$19.2M Buy
248,759
+219,468
+749% +$17.7M 0.68% 42
2017
Q4 		$2.47M Sell
29,291
-1,117
-4% -$95K 0.09% 156
2017
Q3 		$2.6M Sell
30,408
-269
-0.9% -$22.1K 0.09% 149
2017
Q2 		$2.52M Sell
30,677
-565
-2% -$46.1K 0.09% 145
2017
Q1 		$2.63M Sell
31,242
-183
-0.6% -$14.7K 0.1% 145
2016
Q4 		$2.31M Sell
31,425
-5,514
-15% -$411K 0.09% 149
2016
Q3 		$2.96M Sell
36,939
-1,665
-4% -$133K 0.13% 131
2016
Q2 		$3.04M Sell
38,604
-2,350
-6% -$177K 0.13% 131
2016
Q1 		$2.95M Sell
40,954
-2,357
-5% -$178K 0.13% 129
2015
Q4 		$3.65M Sell
43,311
-45,818
-51% -$3.8M 0.15% 135
2015
Q3 		$7.46M Buy
89,129
+3,665
+4% +$309K 0.33% 90
2015
Q2 		$7.13M Sell
85,464
-55
-0.1% -$4.19K 0.3% 99
2015
Q1 		$6.21M Buy
85,519
+3,958
+5% +$282K 0.26% 107
2014
Q4 		$5.63M Buy
81,561
+45,707
+127% +$3.09M 0.23% 110
2014
Q3 		$2.33M Sell
35,854
-2,296
-6% -$145K 0.1% 158
2014
Q2 		$2.37M Buy
38,150
+671
+2% +$40K 0.1% 158
2014
Q1 		$2.21M Sell
37,479
-4,820
-11% -$269K 0.1% 156
2013
Q4 		$2.16M Sell
42,299
-6,280
-13% -$314K 0.1% 152
2013
Q3 		$2.44M Buy
48,579
+3,998
+9% +$209K 0.12% 142
2013
Q2 		$2.19M Buy
+44,581
New +$2.43M 0.17% 80

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

Ferguson Wellman Capital Management's LLY Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Eli Lilly (LLY) stake by 0.98% in Q2 2026, buying an estimated $210K and bringing the position to 21,322 shares worth $25.6M. The position accounts for 0.31% of the portfolio, ranked #69.

Ferguson Wellman Capital Management first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $53.1M in Q3 2018. 1,615 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Ferguson Wellman Capital Management held 21,322 shares of Eli Lilly worth $25.6M as of Q2 2026.
  • Ferguson Wellman Capital Management bought 206 Eli Lilly shares in Q2 2026, an estimated $210K.
  • Eli Lilly made up 0.31% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #69 holding.
  • Ferguson Wellman Capital Management first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's Eli Lilly position peaked at $53.1M in Q3 2018.
  • 1,615 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.