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FWL Investment Management’s Eli Lilly LLY Stock Holding History

FWL Investment 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 		$19M Buy
15,864
+14,575
+1,131% +$14.9M 3.49% 8
2026
Q1 		$1.19M Buy
1,289
+1,084
+529% +$1.1M 0.26% 52
2025
Q4 		$220K Buy
205
+42
+26% +$40.2K 0.05% 83
2025
Q3 		$124K Sell
163
-25
-13% -$18.6K 0.03% 103
2025
Q2 		$147K Buy
188
+42
+29% +$32.6K 0.04% 100
2025
Q1 		$121K Buy
146
+22
+18% +$18.3K 0.04% 100
2024
Q4 		$95.7K Hold
124
– – 0.03% 115
2024
Q3 		$110K Hold
124
– – 0.04% 92
2024
Q2 		$112K Sell
124
-30
-19% -$24K 0.06% 68
2024
Q1 		$120K Buy
154
+42
+38% +$29.9K 0.07% 66
2023
Q4 		$65.3K Buy
112
+25
+29% +$14.6K 0.04% 84
2023
Q3 		$46.7K Buy
+87
New +$44.8K 0.03% 93
2023
Q1 		– Sell
-9
Closed -$3.29K – 140
2022
Q4 		$3.29K Buy
+9
New +$3.19K ﹤0.01% 163

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 $3.37T AUM 44.26% 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

FWL Investment Management's LLY Position: Q2 2026 in Review

FWL Investment Management increased its Eli Lilly (LLY) stake by 1,131% in Q2 2026, buying an estimated $14.9M and bringing the position to 15,864 shares worth $19M. The position accounts for 3.49% of the portfolio, ranked #8.

FWL Investment Management first reported a position in LLY in Q4 2022 and has held it in 13 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • FWL Investment Management held 15,864 shares of Eli Lilly worth $19M as of Q2 2026.
  • FWL Investment Management bought 14,575 Eli Lilly shares in Q2 2026, an estimated $14.9M.
  • Eli Lilly made up 3.49% of FWL Investment Management's portfolio in Q2 2026, its #8 holding.
  • FWL Investment Management first reported a position in Eli Lilly in Q4 2022 and has held it in 13 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.