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Smith Shellnut Wilson’s Eli Lilly LLY Stock Holding History

Smith Shellnut Wilson’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 		$234K Sell
195
-81
-29% -$82.8K 0.09% 149
2026
Q1 		$254K Sell
276
-8
-3% -$8.11K 0.11% 129
2025
Q4 		$305K Buy
+284
New +$272K 0.12% 113

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Smith Shellnut Wilson's LLY Position: Q2 2026 in Review

Smith Shellnut Wilson reduced its Eli Lilly (LLY) stake by 29% in Q2 2026, selling an estimated $82.8K and leaving 195 shares worth $234K. The position accounts for 0.09% of the portfolio, ranked #149.

Smith Shellnut Wilson first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $305K in Q4 2025. 3,920 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Smith Shellnut Wilson held 195 shares of Eli Lilly worth $234K as of Q2 2026.
  • Smith Shellnut Wilson sold 81 Eli Lilly shares in Q2 2026, an estimated $82.8K.
  • Eli Lilly made up 0.09% of Smith Shellnut Wilson's portfolio in Q2 2026, its #149 holding.
  • Smith Shellnut Wilson first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • Smith Shellnut Wilson's Eli Lilly position peaked at $305K in Q4 2025.
  • 3,920 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.