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Waller Financial Planning Group’s Eli Lilly LLY Stock Holding History

Waller Financial Planning Group’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 		$334K Buy
+278
New +$284K 0.07% 62
2024
Q3 		– Sell
-275
Closed -$249K – 72
2024
Q2 		$249K Hold
275
– – 0.07% 61
2024
Q1 		$214K Buy
+275
New +$196K 0.06% 60

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Waller Financial Planning Group's LLY Position: Q2 2026 in Review

Waller Financial Planning Group opened a new position in Eli Lilly (LLY) in Q2 2026: 278 shares worth $334K. The stake represents 0.07% of the portfolio and ranks #62 among its holdings. This is a return to the name: Waller Financial Planning Group previously reported a position in LLY as recently as Q2 2024.

Waller Financial Planning Group first reported a position in LLY in Q1 2024 and has held it in 3 quarters since. 3,039 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Waller Financial Planning Group held 278 shares of Eli Lilly worth $334K as of Q2 2026.
  • Eli Lilly was a new Waller Financial Planning Group position in Q2 2026.
  • Eli Lilly made up 0.07% of Waller Financial Planning Group's portfolio in Q2 2026, its #62 holding.
  • Waller Financial Planning Group first reported a position in Eli Lilly in Q1 2024 and has held it in 3 quarters since.
  • 3,039 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.