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Walled Lake Planning & Wealth Management’s Eli Lilly LLY Stock Holding History

Walled Lake Planning & 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 		$681K Buy
568
+2
+0.4% +$2.04K 0.17% 66
2026
Q1 		$521K Sell
566
-210
-27% -$213K 0.15% 75
2025
Q4 		$834K Buy
776
+61
+9% +$58.3K 0.26% 51
2025
Q3 		$545K Buy
715
+1
+0.1% +$744 0.18% 70
2025
Q2 		$557K Hold
714
– – 0.18% 64
2025
Q1 		$590K Hold
714
– – 0.21% 61
2024
Q4 		$551K Hold
714
– – 0.21% 64
2024
Q3 		$632K Buy
714
+19
+3% +$17.1K 0.24% 56
2024
Q2 		$630K Buy
695
+20
+3% +$16K 0.26% 50
2024
Q1 		$525K Hold
675
– – 0.22% 53
2023
Q4 		$394K Buy
675
+85
+14% +$49.6K 0.18% 61
2023
Q3 		$317K Buy
590
+91
+18% +$46.9K 0.16% 64
2023
Q2 		$234K Buy
+499
New +$209K 0.11% 82
2021
Q4 		– Sell
-106
Closed -$24K – 222
2021
Q3 		$24K Hold
106
– – 0.01% 208
2021
Q2 		$24K Buy
106
+1
+1% +$201 0.02% 195
2021
Q1 		$20K Hold
105
– – 0.01% 197
2020
Q4 		$18K Hold
105
– – 0.01% 185
2020
Q3 		$15K Buy
105
+1
+1% +$155 0.01% 190
2020
Q2 		$17K Buy
104
+4
+4% +$614 0.01% 166
2020
Q1 		$14K Buy
100
+15
+18% +$2.06K 0.01% 164
2019
Q4 		$11K Buy
+85
New +$9.85K 0.01% 195

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

Walled Lake Planning & Wealth Management's LLY Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Eli Lilly (LLY) stake by 0.35% in Q2 2026, buying an estimated $2.04K and bringing the position to 568 shares worth $681K. The position accounts for 0.17% of the portfolio, ranked #66.

Walled Lake Planning & Wealth Management first reported a position in LLY in Q4 2019 and has held it in 21 quarters since. The position peaked at $834K in Q4 2025. 907 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 568 shares of Eli Lilly worth $681K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
  • Eli Lilly made up 0.17% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Eli Lilly in Q4 2019 and has held it in 21 quarters since.
  • Walled Lake Planning & Wealth Management's Eli Lilly position peaked at $834K in Q4 2025.
  • 907 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.