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McNaughton Wealth Management’s Eli Lilly LLY Stock Holding History

McNaughton 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 		$1.3M Buy
1,082
+197
+22% +$201K 0.46% 52
2026
Q1 		$814K Buy
+885
New +$897K 0.34% 53
2025
Q3 		– Sell
-860
Closed -$670K – 76
2025
Q2 		$670K Sell
860
-12
-1% -$9.32K 0.3% 54
2025
Q1 		$720K Buy
872
+109
+14% +$90.7K 0.35% 54
2024
Q4 		$589K Buy
763
+55
+8% +$45.5K 0.28% 45
2024
Q3 		$627K Buy
+708
New +$637K 0.31% 44

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

McNaughton Wealth Management's LLY Position: Q2 2026 in Review

McNaughton Wealth Management increased its Eli Lilly (LLY) stake by 22% in Q2 2026, buying an estimated $201K and bringing the position to 1,082 shares worth $1.3M. The position accounts for 0.46% of the portfolio, ranked #52.

McNaughton Wealth Management first reported a position in LLY in Q3 2024 and has held it in 6 quarters since. 1,333 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • McNaughton Wealth Management held 1,082 shares of Eli Lilly worth $1.3M as of Q2 2026.
  • McNaughton Wealth Management bought 197 Eli Lilly shares in Q2 2026, an estimated $201K.
  • Eli Lilly made up 0.46% of McNaughton Wealth Management's portfolio in Q2 2026, its #52 holding.
  • McNaughton Wealth Management first reported a position in Eli Lilly in Q3 2024 and has held it in 6 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.