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PFW Advisors’s Eli Lilly LLY Stock Holding History

PFW Advisors’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 		$3.23M Buy
2,695
+833
+45% +$851K 0.94% 19
2026
Q1 		$1.71M Buy
1,862
+13
+0.7% +$13.2K 0.54% 41
2025
Q4 		$1.99M Sell
1,849
-74
-4% -$70.8K 0.6% 36
2025
Q3 		$1.47M Buy
1,923
+1,078
+128% +$802K 0.43% 49
2025
Q2 		$659K Sell
845
-10
-1% -$7.77K 0.2% 80
2025
Q1 		$706K Sell
855
-3
-0.3% -$2.5K 0.22% 80
2024
Q4 		$662K Buy
+858
New +$710K 0.2% 79
2024
Q2 		$784K Sell
866
-116
-12% -$92.8K 0.25% 74
2024
Q1 		$764K Buy
982
+16
+2% +$11.4K 0.23% 75
2023
Q4 		$563K Buy
966
+60
+7% +$35K 0.18% 84
2023
Q3 		$487K Hold
906
– – 0.17% 80
2023
Q2 		$479K Buy
+906
New +$380K 0.16% 81
2019
Q3 		$777K Buy
+877
New +$97.6K 0.24% 77

Other funds holding LLY

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PFW Advisors's LLY Position: Q2 2026 in Review

PFW Advisors increased its Eli Lilly (LLY) stake by 45% in Q2 2026, buying an estimated $851K and bringing the position to 2,695 shares worth $3.23M. The position accounts for 0.94% of the portfolio, ranked #19.

PFW Advisors first reported a position in LLY in Q3 2019 and has held it in 13 quarters since. 961 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • PFW Advisors held 2,695 shares of Eli Lilly worth $3.23M as of Q2 2026.
  • PFW Advisors bought 833 Eli Lilly shares in Q2 2026, an estimated $851K.
  • Eli Lilly made up 0.94% of PFW Advisors's portfolio in Q2 2026, its #19 holding.
  • PFW Advisors first reported a position in Eli Lilly in Q3 2019 and has held it in 13 quarters since.
  • 961 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.