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Warren Street Wealth Advisors’s Eli Lilly LLY Stock Holding History

Warren Street Wealth 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 		$1.44M Buy
1,197
+117
+11% +$120K 0.32% 36
2026
Q1 		$993K Sell
1,080
-71
-6% -$72K 0.25% 37
2025
Q4 		$1.24M Sell
1,151
-304
-21% -$291K 0.35% 32
2025
Q3 		$1.11M Sell
1,455
-330
-18% -$246K 0.33% 39
2025
Q2 		$1.39M Buy
1,785
+359
+25% +$279K 0.46% 32
2025
Q1 		$1.18M Buy
1,426
+260
+22% +$216K 0.46% 31
2024
Q4 		$900K Buy
1,166
+61
+6% +$50.5K 0.37% 35
2024
Q3 		$979K Buy
1,105
+69
+7% +$62K 0.4% 32
2024
Q2 		$938K Buy
1,036
+50
+5% +$40K 0.47% 30
2024
Q1 		$767K Buy
986
+22
+2% +$15.7K 0.38% 35
2023
Q4 		$562K Buy
964
+129
+15% +$75.3K 0.32% 43
2023
Q3 		$449K Buy
835
+133
+19% +$68.5K 0.3% 46
2023
Q2 		$329K Buy
702
+35
+5% +$14.7K 0.22% 56
2023
Q1 		$229K Buy
667
+92
+16% +$31K 0.16% 61
2022
Q4 		$210K Buy
+575
New +$204K 0.17% 61

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Warren Street Wealth Advisors's LLY Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its Eli Lilly (LLY) stake by 11% in Q2 2026, buying an estimated $120K and bringing the position to 1,197 shares worth $1.44M. The position accounts for 0.32% of the portfolio, ranked #36.

Warren Street Wealth Advisors first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 1,844 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Warren Street Wealth Advisors held 1,197 shares of Eli Lilly worth $1.44M as of Q2 2026.
  • Warren Street Wealth Advisors bought 117 Eli Lilly shares in Q2 2026, an estimated $120K.
  • Eli Lilly made up 0.32% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Warren Street Wealth Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 1,844 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.