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Warburton Capital Management’s Eli Lilly LLY Stock Holding History

Warburton Capital 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 		$566K Buy
472
+35
+8% +$35.8K 0.23% 32
2026
Q1 		$417K Buy
437
+38
+10% +$38.5K 0.2% 37
2025
Q4 		$428K Buy
399
+120
+43% +$115K 0.24% 30
2025
Q3 		$230K Sell
279
-30
-10% -$22.3K 0.14% 51
2025
Q2 		$235K Buy
309
+65
+27% +$50.5K 0.14% 44
2025
Q1 		$201K Buy
+244
New +$203K 0.15% 46

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Warburton Capital Management's LLY Position: Q2 2026 in Review

Warburton Capital Management increased its Eli Lilly (LLY) stake by 8% in Q2 2026, buying an estimated $35.8K and bringing the position to 472 shares worth $566K. The position accounts for 0.23% of the portfolio, ranked #32.

Warburton Capital Management first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. 2,672 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Warburton Capital Management held 472 shares of Eli Lilly worth $566K as of Q2 2026.
  • Warburton Capital Management bought 35 Eli Lilly shares in Q2 2026, an estimated $35.8K.
  • Eli Lilly made up 0.23% of Warburton Capital Management's portfolio in Q2 2026, its #32 holding.
  • Warburton Capital Management first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
  • 2,672 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.