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Walsh & Associates’s Eli Lilly LLY Stock Holding History

Walsh & Associates’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 		$54K Sell
45
-1
-2% -$1.02K 0.04% 114
2026
Q1 		$42.3K Buy
46
+1
+2% +$1.01K 0.04% 122
2025
Q4 		$48.4K Buy
+45
New +$43K 0.05% 112

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Walsh & Associates's LLY Position: Q2 2026 in Review

Walsh & Associates reduced its Eli Lilly (LLY) stake by 2.2% in Q2 2026, selling an estimated $1.02K and leaving 45 shares worth $54K. The position accounts for 0.04% of the portfolio, ranked #114.

Walsh & Associates first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 4,593 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Walsh & Associates held 45 shares of Eli Lilly worth $54K as of Q2 2026.
  • Walsh & Associates sold 1 Eli Lilly share in Q2 2026, an estimated $1.02K.
  • Eli Lilly made up 0.04% of Walsh & Associates's portfolio in Q2 2026, its #114 holding.
  • Walsh & Associates first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 4,593 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.