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MinichMacGregor Wealth Management’s Eli Lilly LLY Stock Holding History

MinichMacGregor 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 		$969K Buy
808
+332
+70% +$339K 0.15% 60
2026
Q1 		$438K Sell
476
-45
-9% -$45.6K 0.08% 74
2025
Q4 		$560K Sell
521
-177
-25% -$169K 0.1% 71
2025
Q3 		$531K Sell
698
-9,766
-93% -$7.27M 0.1% 76
2025
Q2 		$8.16M Sell
10,464
-1,110
-10% -$863K 1.74% 29
2025
Q1 		$9.56M Buy
11,574
+10,659
+1,165% +$8.87M 2.14% 17
2024
Q4 		$707K Buy
915
+185
+25% +$153K 0.15% 58
2024
Q3 		$647K Buy
730
+46
+7% +$41.4K 0.14% 61
2024
Q2 		$619K Buy
684
+2
+0.3% +$1.6K 0.15% 58
2024
Q1 		$519K Buy
682
+270
+66% +$192K 0.13% 64
2023
Q4 		$240K Sell
412
-83
-17% -$48.4K 0.07% 93
2023
Q3 		$266K Buy
495
+8
+2% +$4.12K 0.09% 79
2023
Q2 		$228K Buy
+487
New +$204K 0.07% 84
2023
Q1 		– Sell
-570
Closed -$209K – 390
2022
Q4 		$209K Buy
+570
New +$202K 0.08% 79
2019
Q1 		– Sell
-11,275
Closed -$964K – 88
2018
Q4 		$964K Buy
11,275
+11,200
+14,933% +$1.25M 0.66% 53
2018
Q3 		$8K Hold
75
– – 0.01% 337
2018
Q2 		$6K Hold
75
– – ﹤0.01% 364
2018
Q1 		$5K Hold
75
– – ﹤0.01% 374
2017
Q4 		$6K Hold
75
– – ﹤0.01% 353
2017
Q3 		$6K Hold
75
– – 0.01% 331
2017
Q2 		$6K Hold
75
– – 0.01% 333
2017
Q1 		$6K Sell
75
-100
-57% -$8.01K 0.01% 331
2016
Q4 		$12K Hold
175
– – 0.01% 237
2016
Q3 		$14K Buy
175
+100
+133% +$8K 0.01% 222
2016
Q2 		$5K Hold
75
– – ﹤0.01% 323
2016
Q1 		$5K Sell
75
-44
-37% -$3.33K ﹤0.01% 311
2015
Q4 		$9K Buy
+119
New +$9.88K 0.01% 245

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

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

MinichMacGregor Wealth Management increased its Eli Lilly (LLY) stake by 70% in Q2 2026, buying an estimated $339K and bringing the position to 808 shares worth $969K. The position accounts for 0.15% of the portfolio, ranked #60.

MinichMacGregor Wealth Management first reported a position in LLY in Q4 2015 and has held it in 27 quarters since. The position peaked at $9.56M in Q1 2025. 1,587 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • MinichMacGregor Wealth Management held 808 shares of Eli Lilly worth $969K as of Q2 2026.
  • MinichMacGregor Wealth Management bought 332 Eli Lilly shares in Q2 2026, an estimated $339K.
  • Eli Lilly made up 0.15% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #60 holding.
  • MinichMacGregor Wealth Management first reported a position in Eli Lilly in Q4 2015 and has held it in 27 quarters since.
  • MinichMacGregor Wealth Management's Eli Lilly position peaked at $9.56M in Q1 2025.
  • 1,587 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.