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J. Derek Lewis & Associates’s Eli Lilly LLY Stock Holding History

J. Derek Lewis & Associates’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 		$1.36M Buy
1,137
+19
+2% +$19.4K 0.26% 49
2026
Q1 		$1.03M Buy
1,118
+6
+0.5% +$6.08K 0.23% 59
2025
Q4 		$1.2M Buy
+1,112
New +$1.06M 0.28% 48

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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

J. Derek Lewis & Associates's LLY Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Eli Lilly (LLY) stake by 1.7% in Q2 2026, buying an estimated $19.4K and bringing the position to 1,137 shares worth $1.36M. The position accounts for 0.26% of the portfolio, ranked #49.

J. Derek Lewis & Associates first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 3,039 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • J. Derek Lewis & Associates held 1,137 shares of Eli Lilly worth $1.36M as of Q2 2026.
  • J. Derek Lewis & Associates bought 19 Eli Lilly shares in Q2 2026, an estimated $19.4K.
  • Eli Lilly made up 0.26% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #49 holding.
  • J. Derek Lewis & Associates first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 3,039 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.