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Johnson Financial Group Inc (Wisconsin)’s Eli Lilly LLY Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		$7.16M Buy
7,782
+364
+5% +$369K 0.26% 47
2025
Q4 		$7.97M Sell
7,418
-258
-3% -$247K 0.3% 44
2025
Q3 		$5.86M Buy
7,676
+681
+10% +$507K 0.22% 56
2025
Q2 		$5.45M Buy
6,995
+288
+4% +$224K 0.25% 53
2025
Q1 		$5.54M Sell
6,707
-580
-8% -$483K 0.27% 49
2024
Q4 		$5.91M Sell
7,287
-1,151
-14% -$953K 0.28% 45
2024
Q3 		$7.48M Buy
8,438
+564
+7% +$507K 0.34% 44
2024
Q2 		$7.13M Buy
7,874
+3,982
+102% +$3.19M 0.35% 39
2024
Q1 		$3.03M Sell
3,892
-80
-2% -$56.9K 0.16% 57
2023
Q4 		$2.32M Buy
3,972
+225
+6% +$131K 0.13% 64
2023
Q3 		$2.01M Buy
3,747
+26
+0.7% +$13.4K 0.14% 69
2023
Q2 		$1.75M Buy
3,721
+810
+28% +$340K 0.12% 83
2023
Q1 		$1,000K Buy
2,911
+1,158
+66% +$391K 0.07% 115
2022
Q4 		$641K Buy
1,753
+59
+3% +$20.9K 0.05% 142
2022
Q3 		$595K Sell
1,694
-710
-30% -$225K 0.05% 144
2022
Q2 		$779K Sell
2,404
-765
-24% -$230K 0.06% 143
2022
Q1 		$908K Hold
3,169
– – 0.06% 143
2021
Q4 		$875K Buy
3,169
+166
+6% +$42.1K 0.06% 144
2021
Q3 		$693K Buy
3,003
+134
+5% +$33.1K 0.05% 154
2021
Q2 		$658K Sell
2,869
-94
-3% -$18.9K 0.04% 163
2021
Q1 		$554K Sell
2,963
-136
-4% -$26.6K 0.04% 172
2020
Q4 		$523K Sell
3,099
-442
-12% -$66K 0.04% 158
2020
Q3 		$524K Buy
3,541
+81
+2% +$12.5K 0.05% 142
2020
Q2 		$569K Sell
3,460
-10
-0.3% -$1.53K 0.06% 118
2020
Q1 		$481K Buy
3,470
+722
+26% +$99.2K 0.06% 138
2019
Q4 		$362K Sell
2,748
-3,113
-53% -$361K 0.03% 161
2019
Q3 		$655K Buy
5,861
+202
+4% +$22.5K 0.06% 153
2019
Q2 		$627K Buy
5,659
+74
+1% +$8.71K 0.06% 155
2019
Q1 		$724K Buy
5,585
+59
+1% +$7.17K 0.06% 140
2018
Q4 		$639K Buy
5,526
+692
+14% +$77.3K 0.07% 147
2018
Q3 		$518K Sell
4,834
-32
-0.7% -$3.2K 0.05% 169
2018
Q2 		$416K Sell
4,866
-189
-4% -$15.5K 0.05% 178
2018
Q1 		$391K Buy
5,055
+40
+0.8% +$3.22K 0.05% 178
2017
Q4 		$423K Buy
5,015
+207
+4% +$17.6K 0.05% 183
2017
Q3 		$412K Sell
4,808
-293
-6% -$24K 0.05% 175
2017
Q2 		$420K Sell
5,101
-27,307
-84% -$2.23M 0.06% 180
2017
Q1 		$2.73M Sell
32,408
-767
-2% -$61.4K 0.34% 66
2016
Q4 		$2.44M Sell
33,175
-255
-0.8% -$19K 0.34% 69
2016
Q3 		$2.68M Sell
33,430
-366
-1% -$29.3K 0.36% 64
2016
Q2 		$2.66M Buy
33,796
+1,342
+4% +$101K 0.37% 64
2016
Q1 		$2.34M Buy
32,454
+493
+2% +$37.3K 0.47% 54
2015
Q4 		$2.69M Buy
31,961
+147
+0.5% +$12.2K 0.56% 37
2015
Q3 		$2.66M Sell
31,814
-4,266
-12% -$360K 0.58% 35
2015
Q2 		$3.01M Buy
36,080
+926
+3% +$70.6K 0.62% 30
2015
Q1 		$2.55M Sell
35,154
-16,503
-32% -$1.17M 0.55% 35
2014
Q4 		$3.56M Buy
51,657
+655
+1% +$44.2K 0.83% 21
2014
Q3 		$3.31M Sell
51,002
-715
-1% -$45.3K 0.86% 18
2014
Q2 		$3.22M Buy
51,717
+4,109
+9% +$245K 0.85% 18
2014
Q1 		$2.8M Buy
47,608
+24,461
+106% +$1.37M 0.82% 21
2013
Q4 		$1.18M Buy
23,147
+733
+3% +$36.7K 0.34% 71
2013
Q3 		$1.13M Buy
22,414
+3,068
+16% +$161K 0.34% 68
2013
Q2 		$950K Buy
+19,346
New +$1.05M 0.26% 74

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s LLY Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its Eli Lilly (LLY) stake by 4.9% in Q1 2026, buying an estimated $369K and bringing the position to 7,782 shares worth $7.16M. The position accounts for 0.26% of the portfolio, ranked #47.

Johnson Financial Group Inc (Wisconsin) first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.97M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 7,782 shares of Eli Lilly worth $7.16M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 364 Eli Lilly shares in Q1 2026, an estimated $369K.
  • Eli Lilly made up 0.26% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #47 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Eli Lilly position peaked at $7.97M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.