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McGlone Suttner Wealth Management’s Eli Lilly LLY Stock Holding History

McGlone Suttner Wealth 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 		$1.38M Buy
1,150
+34
+3% +$34.7K 0.16% 69
2026
Q1 		$1.03M Sell
1,116
-30
-3% -$30.4K 0.14% 78
2025
Q4 		$1.23M Buy
1,146
+108
+10% +$103K 0.17% 64
2025
Q3 		$792K Buy
1,038
+3
+0.3% +$2.23K 0.11% 87
2025
Q2 		$807K Sell
1,035
-17
-2% -$13.2K 0.12% 84
2025
Q1 		$869K Buy
1,052
+284
+37% +$236K 0.14% 77
2024
Q4 		$593K Buy
768
+41
+6% +$33.9K 0.1% 90
2024
Q3 		$644K Buy
727
+87
+14% +$78.2K 0.13% 83
2024
Q2 		$373K Sell
640
-54
-8% -$43.2K 0.08% 107
2024
Q1 		$540K Buy
694
+54
+8% +$38.4K 0.1% 87
2023
Q4 		$373K Sell
640
-7
-1% -$4.09K 0.07% 107
2023
Q3 		$348K Buy
647
+103
+19% +$53.1K 0.08% 95
2023
Q2 		$255K Buy
+544
New +$228K 0.06% 122
2023
Q1 		– Sell
-776
Closed -$284K – 146
2022
Q4 		$284K Buy
+776
New +$275K 0.09% 103

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

McGlone Suttner Wealth Management's LLY Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Eli Lilly (LLY) stake by 3% in Q2 2026, buying an estimated $34.7K and bringing the position to 1,150 shares worth $1.38M. The position accounts for 0.16% of the portfolio, ranked #69.

McGlone Suttner Wealth Management first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. 1,893 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • McGlone Suttner Wealth Management held 1,150 shares of Eli Lilly worth $1.38M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 34 Eli Lilly shares in Q2 2026, an estimated $34.7K.
  • Eli Lilly made up 0.16% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #69 holding.
  • McGlone Suttner Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • 1,893 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.