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Walkner Condon Financial Advisors’s Eli Lilly LLY Stock Holding History

Walkner Condon Financial 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 		$1.84M Buy
1,536
+71
+5% +$72.5K 0.21% 85
2026
Q1 		$1.35M Buy
1,465
+14
+1% +$14.2K 0.18% 102
2025
Q4 		$1.56M Buy
1,451
+111
+8% +$106K 0.22% 90
2025
Q3 		$1.02M Buy
1,340
+446
+50% +$332K 0.16% 108
2025
Q2 		$697K Buy
894
+19
+2% +$14.8K 0.13% 124
2025
Q1 		$723K Buy
875
+77
+10% +$64.1K 0.15% 114
2024
Q4 		$616K Sell
798
-137
-15% -$113K 0.13% 137
2024
Q3 		$828K Buy
935
+138
+17% +$124K 0.17% 107
2024
Q2 		$720K Buy
797
+61
+8% +$48.8K 0.16% 110
2024
Q1 		$573K Buy
736
+104
+16% +$74K 0.12% 139
2023
Q4 		$368K Buy
632
+11
+2% +$6.42K 0.08% 185
2023
Q3 		$334K Buy
621
+17
+3% +$8.76K 0.09% 174
2023
Q2 		$283K Buy
604
+11
+2% +$4.61K 0.08% 193
2023
Q1 		$204K Buy
+593
New +$200K 0.06% 227
2022
Q1 		– Sell
-1,387
Closed -$383K – 218
2021
Q4 		$383K Sell
1,387
-8
-0.6% -$2.03K 0.25% 88
2021
Q3 		$322K Hold
1,395
– – 0.16% 113
2021
Q2 		$320K Hold
1,395
– – 0.12% 130
2021
Q1 		$261K Sell
1,395
-98
-7% -$19.2K 0.1% 145
2020
Q4 		$252K Buy
1,493
+129
+9% +$19.3K 0.11% 115
2020
Q3 		$202K Buy
+1,364
New +$211K 0.11% 120

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Walkner Condon Financial Advisors's LLY Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Eli Lilly (LLY) stake by 4.8% in Q2 2026, buying an estimated $72.5K and bringing the position to 1,536 shares worth $1.84M. The position accounts for 0.21% of the portfolio, ranked #85.

Walkner Condon Financial Advisors first reported a position in LLY in Q3 2020 and has held it in 20 quarters since. 2,000 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Walkner Condon Financial Advisors held 1,536 shares of Eli Lilly worth $1.84M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 71 Eli Lilly shares in Q2 2026, an estimated $72.5K.
  • Eli Lilly made up 0.21% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • Walkner Condon Financial Advisors first reported a position in Eli Lilly in Q3 2020 and has held it in 20 quarters since.
  • 2,000 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.