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McElhenny Sheffield Capital Management’s Eli Lilly LLY Stock Holding History

McElhenny Sheffield 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 		$519K Buy
433
+107
+33% +$109K 0.13% 36
2026
Q1 		$300K Buy
326
+45
+16% +$45.6K 0.07% 70
2025
Q4 		$302K Buy
+281
New +$269K 0.07% 73
2023
Q1 		– Sell
-56
Closed -$20.5K – 377
2022
Q4 		$20.5K Buy
+56
New +$19.9K 0.01% 263

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

McElhenny Sheffield Capital Management's LLY Position: Q2 2026 in Review

McElhenny Sheffield Capital Management increased its Eli Lilly (LLY) stake by 33% in Q2 2026, buying an estimated $109K and bringing the position to 433 shares worth $519K. The position accounts for 0.13% of the portfolio, ranked #36.

McElhenny Sheffield Capital Management first reported a position in LLY in Q4 2022 and has held it in 4 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • McElhenny Sheffield Capital Management held 433 shares of Eli Lilly worth $519K as of Q2 2026.
  • McElhenny Sheffield Capital Management bought 107 Eli Lilly shares in Q2 2026, an estimated $109K.
  • Eli Lilly made up 0.13% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #36 holding.
  • McElhenny Sheffield Capital Management first reported a position in Eli Lilly in Q4 2022 and has held it in 4 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.