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Meriwether Wealth & Planning’s Eli Lilly LLY Stock Holding History

Meriwether Wealth & Planning’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 		$510K Sell
425
-8
-2% -$8.17K 0.25% 62
2026
Q1 		$398K Buy
433
+2
+0.5% +$2.03K 0.22% 73
2025
Q4 		$463K Sell
431
-9
-2% -$8.61K 0.26% 66
2025
Q3 		$336K Sell
440
-65
-13% -$48.4K 0.19% 78
2025
Q2 		$394K Buy
505
+3
+0.6% +$2.33K 0.25% 71
2025
Q1 		$415K Buy
502
+22
+5% +$18.3K 0.27% 71
2024
Q4 		$371K Buy
+480
New +$397K 0.26% 70

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

Meriwether Wealth & Planning's LLY Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Eli Lilly (LLY) stake by 1.8% in Q2 2026, selling an estimated $8.17K and leaving 425 shares worth $510K. The position accounts for 0.25% of the portfolio, ranked #62.

Meriwether Wealth & Planning first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 1,583 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Meriwether Wealth & Planning held 425 shares of Eli Lilly worth $510K as of Q2 2026.
  • Meriwether Wealth & Planning sold 8 Eli Lilly shares in Q2 2026, an estimated $8.17K.
  • Eli Lilly made up 0.25% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #62 holding.
  • Meriwether Wealth & Planning first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.